Mackenzie Financial
AMWL icon

Mackenzie Financial’s American Well AMWL Stock Holding History

Mackenzie Financial’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
2024
Q3 		– Sell
-752
Closed -$4.89K – 1578
2024
Q2 		$4.89K Hold
752
– – ﹤0.01% 1531
2024
Q1 		$12.2K Hold
752
– – ﹤0.01% 1517
2023
Q4 		$22.4K Hold
752
– – ﹤0.01% 1481
2023
Q3 		$16.9K Hold
752
– – ﹤0.01% 1459
2023
Q2 		$31.6K Hold
752
– – ﹤0.01% 1486
2023
Q1 		$35.5K Hold
752
– – ﹤0.01% 1462
2022
Q4 		$42.6K Hold
752
– – ﹤0.01% 1363
2022
Q3 		$54K Sell
752
-34
-4% -$2.98K ﹤0.01% 1355
2022
Q2 		$68K Buy
786
+274
+54% +$20.4K ﹤0.01% 1368
2022
Q1 		$43K Buy
+512
New +$43.2K ﹤0.01% 1373
2021
Q4 		– Sell
-517
Closed -$94K – 1433
2021
Q3 		$94K Buy
+517
New +$112K ﹤0.01% 1373

Other funds holding AMWL

SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return
Morgan Stanley
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
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
AF
Aldebaran Financial $105M AUM 19.84% 1-Year Est. Return
BlackRock
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
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Mackenzie Financial's AMWL Position: Q3 2024 in Review

Mackenzie Financial sold out of American Well (AMWL) in Q3 2024, closing a stake of 752 shares — an estimated $4.89K sold.

Mackenzie Financial first reported a position in AMWL in Q3 2021 and held it in 11 quarters. The position peaked at $94K in Q3 2021. 65 funds tracked by Wall St. Rank hold AMWL as of Q3 2024.

  • Mackenzie Financial reported no remaining American Well position as of Q3 2024 after selling out during the quarter.
  • Mackenzie Financial sold 752 American Well shares in Q3 2024, an estimated $4.89K.
  • Mackenzie Financial first reported a position in American Well in Q3 2021 and held it in 11 quarters.
  • Mackenzie Financial's American Well position peaked at $94K in Q3 2021.
  • 65 funds tracked by Wall St. Rank held American Well as of Q3 2024.

Based on Mackenzie Financial's 13F filing for Q3 2024, filed 13 Nov 2024.