Bank of Montreal
CNVY

Bank of Montreal’s Convey Health Solutions Holdings, Inc. CNVY Stock Holding History

Bank of Montreal’s Portfolio CNVY Stock Details CNVY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-10,621
Closed -$69K – 4596
2022
Q1 		$69K Buy
+10,621
New +$70.1K ﹤0.01% 3738

Other funds holding CNVY

TGA
TPG GP A Fort Worth, Texas $3.68B AUM 14.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TAM
Tocqueville Asset Management New York $7.56B AUM 44.87% 1-Year Est. Return
BCM
Beryl Capital Management Redondo Beach, California $110M AUM 317.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FPA
First Pacific Advisors El Segundo, California $7.14B AUM 21.51% 1-Year Est. Return
GLAM
Gardner Lewis Asset Management Chadds Ford, Pennsylvania $449M AUM 51.52% 1-Year Est. Return
SAM
Sectoral Asset Management Montreal, Quebec, Canada $121M AUM 73.47% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

Bank of Montreal's CNVY Position: Q2 2022 in Review

Bank of Montreal sold out of Convey Health Solutions Holdings, Inc. (CNVY) in Q2 2022, closing a stake of 10,621 shares — an estimated $69K sold.

Bank of Montreal first reported a position in CNVY in Q1 2022 and held it in 1 quarter. The position peaked at $69K in Q1 2022. 60 funds tracked by Wall St. Rank hold CNVY as of Q2 2022.

  • Bank of Montreal reported no remaining Convey Health Solutions Holdings, Inc. position as of Q2 2022 after selling out during the quarter.
  • Bank of Montreal sold 10,621 Convey Health Solutions Holdings, Inc. shares in Q2 2022, an estimated $69K.
  • Bank of Montreal first reported a position in Convey Health Solutions Holdings, Inc. in Q1 2022 and held it in 1 quarter.
  • Bank of Montreal's Convey Health Solutions Holdings, Inc. position peaked at $69K in Q1 2022.
  • 60 funds tracked by Wall St. Rank held Convey Health Solutions Holdings, Inc. as of Q2 2022.

Based on Bank of Montreal's 13F filing for Q2 2022, filed 11 Aug 2022.