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UMB Bank’s American Well AMWL Stock Holding History

UMB Bank’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
2023
Q3 		– Sell
-240
Closed -$10.1K – 1694
2023
Q2 		$10.1K Buy
+240
New +$10.6K ﹤0.01% 1299

Other funds holding AMWL

SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CIA
Caledonia Investments (Australia) Sydney NSW, Australia $3.44B AUM 20.03% 1-Year Est. Return
AIM
Alerce Investment Management Chicago, Illinois $56.8M AUM 31.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AF
Aldebaran Financial $105M AUM 19.84% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UMB Bank's AMWL Position: Q3 2023 in Review

UMB Bank sold out of American Well (AMWL) in Q3 2023, closing a stake of 240 shares — an estimated $10.1K sold.

UMB Bank first reported a position in AMWL in Q2 2023 and held it in 1 quarter. The position peaked at $10.1K in Q2 2023. 149 funds tracked by Wall St. Rank hold AMWL as of Q3 2023.

  • UMB Bank reported no remaining American Well position as of Q3 2023 after selling out during the quarter.
  • UMB Bank sold 240 American Well shares in Q3 2023, an estimated $10.1K.
  • UMB Bank first reported a position in American Well in Q2 2023 and held it in 1 quarter.
  • UMB Bank's American Well position peaked at $10.1K in Q2 2023.
  • 149 funds tracked by Wall St. Rank held American Well as of Q3 2023.

Based on UMB Bank's 13F filing for Q3 2023, filed 18 Oct 2023.