Bank of Montreal’s American Well AMWL Stock Holding History

Bank of Montreal’s Portfolio AMWL Stock Details AMWL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-2,140	Closed	-$722K	–	3686
2021 Q1	$722K	Buy	2,140 +1,580	+282%	+$856K	﹤0.01%	2421
2020 Q4	$295K	Buy	+560	New	+$324K	﹤0.01%	3005

Other funds holding AMWL

Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CIA

Caledonia Investments (Australia) Sydney NSW, Australia $3.44B AUM 20.03% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

AIM

Alerce Investment Management Chicago, Illinois $56.8M AUM 31.17% 1-Year Est. Return

Aldebaran Financial $105M AUM 19.84% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

KLP

Kent Lake PR Anasco, Puerto Rico $198M AUM 5.21% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Bank of Montreal's AMWL Position: Q3 2024 in Review

Bank of Montreal sold out of American Well (AMWL) in Q3 2024, closing a stake of 13,932 shares — an estimated $114K sold.

Bank of Montreal first reported a position in AMWL in Q3 2020 and held it in 12 quarters. The position peaked at $4M in Q4 2023. 65 funds tracked by Wall St. Rank hold AMWL as of Q3 2024.

Bank of Montreal reported no remaining American Well position as of Q3 2024 after selling out during the quarter.
Bank of Montreal sold 13,932 American Well shares in Q3 2024, an estimated $114K.
Bank of Montreal first reported a position in American Well in Q3 2020 and held it in 12 quarters.
Bank of Montreal's American Well position peaked at $4M in Q4 2023.
65 funds tracked by Wall St. Rank held American Well as of Q3 2024.

Based on Bank of Montreal's 13F filing for Q3 2024, filed 13 Nov 2024.