Advisors Asset Management’s American Well AMWL Stock Holding History

Advisors Asset Management’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
2022 Q3	–	Sell	-272	Closed	-$24K	–	1463
2022 Q2	$24K	Sell	272 -412	-60%	-$30.7K	﹤0.01%	1444
2022 Q1	$58K	Sell	684 -285	-29%	-$24.1K	﹤0.01%	1401
2021 Q4	$117K	Sell	969 -31	-3%	-$4.73K	﹤0.01%	1350
2021 Q3	$182K	Buy	1,000 +5	+0.5%	+$1.08K	﹤0.01%	1227
2021 Q2	$250K	Buy	995 +570	+134%	+$164K	﹤0.01%	1168
2021 Q1	$148K	Buy	+425	New	+$230K	﹤0.01%	1270

Other funds holding AMWL

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

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

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

AIM

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

EHI

Eagle Health Investments Greenwich, Connecticut $572M AUM 67.49% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Advisors Asset Management's AMWL Position: Q3 2022 in Review

Advisors Asset Management sold out of American Well (AMWL) in Q3 2022, closing a stake of 272 shares — an estimated $24K sold.

Advisors Asset Management first reported a position in AMWL in Q1 2021 and held it in 6 quarters. The position peaked at $250K in Q2 2021. 158 funds tracked by Wall St. Rank hold AMWL as of Q3 2022.

Advisors Asset Management reported no remaining American Well position as of Q3 2022 after selling out during the quarter.
Advisors Asset Management sold 272 American Well shares in Q3 2022, an estimated $24K.
Advisors Asset Management first reported a position in American Well in Q1 2021 and held it in 6 quarters.
Advisors Asset Management's American Well position peaked at $250K in Q2 2021.
158 funds tracked by Wall St. Rank held American Well as of Q3 2022.

Based on Advisors Asset Management's 13F filing for Q3 2022, filed 8 Nov 2022.