4D Advisors’s American Well AMWL Stock Holding History

4D Advisors’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
2025 Q1	–	Sell	-150,000	Closed	-$1.09M	–	35
2024 Q4	$1.09M	Buy	+150,000	New	+$1.36M	0.76%	34

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

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

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

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

RPA

Rock Point Advisors Burlington, Vermont $370M AUM 23.84% 1-Year Est. Return

4D Advisors's AMWL Position: Q1 2025 in Review

4D Advisors sold out of American Well (AMWL) in Q1 2025, closing a stake of 150,000 shares — an estimated $1.09M sold.

4D Advisors first reported a position in AMWL in Q4 2024 and held it in 1 quarter. The position peaked at $1.09M in Q4 2024. 64 funds tracked by Wall St. Rank hold AMWL as of Q1 2025.

4D Advisors reported no remaining American Well position as of Q1 2025 after selling out during the quarter.
4D Advisors sold 150,000 American Well shares in Q1 2025, an estimated $1.09M.
4D Advisors first reported a position in American Well in Q4 2024 and held it in 1 quarter.
4D Advisors's American Well position peaked at $1.09M in Q4 2024.
64 funds tracked by Wall St. Rank held American Well as of Q1 2025.

Based on 4D Advisors's 13F filing for Q1 2025, filed 15 May 2025.