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Aldebaran Financial’s American Well AMWL Stock Holding History

Aldebaran 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
Q4 		– Sell
-21,906
Closed -$4.08M – 75
2024
Q3 		$4.08M Buy
21,906
+20,843
+1,961% +$177K 4.81% 6
2024
Q2 		$4.11M Buy
1,063
+17
+2% +$171 5.38% 6
2024
Q1 		$3.77M Sell
1,046
-24
-2% -$515 5.34% 4
2023
Q4 		$3.25M Sell
1,070
-47
-4% -$1.15K 4.79% 5
2023
Q3 		$2.84M Sell
1,117
-295
-21% -$9.97K 4.43% 5
2023
Q2 		$3.68M Sell
1,412
-175
-11% -$7.72K 5% 5
2023
Q1 		$3.28M Sell
1,587
-355
-18% -$22.8K 4.23% 5
2022
Q4 		$3.26M Buy
1,942
+76
+4% +$5.48K 3.51% 5
2022
Q3 		$4.23M Buy
1,866
+32
+2% +$2.8K 4.64% 4
2022
Q2 		$3.94M Buy
1,834
+1,726
+1,598% +$129K 4.17% 4
2022
Q1 		$7.07M Sell
108
-3
-3% -$253 5.49% 3
2021
Q4 		$7.41M Hold
111
– – 5.47% 4
2021
Q3 		$7.3M Buy
111
+2
+2% +$434 5.9% 4
2021
Q2 		$7.46M Sell
109
-1
-0.9% -$288 6.13% 4
2021
Q1 		$6.79M Buy
+110
New +$59.6K 5.99% 4

Other funds holding AMWL

SM
Senvest Management New York $3.41B AUM 66.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CIA
Caledonia Investments (Australia) Sydney NSW, Australia $2.93B AUM 37.21% 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
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $72.6B AUM 54.88% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Aldebaran Financial's AMWL Position: Q4 2024 in Review

Aldebaran Financial sold out of American Well (AMWL) in Q4 2024, closing a stake of 21,906 shares — an estimated $4.08M sold.

Aldebaran Financial first reported a position in AMWL in Q1 2021 and held it in 15 quarters. The position peaked at $7.46M in Q2 2021. 67 funds tracked by Wall St. Rank hold AMWL as of Q4 2024.

  • Aldebaran Financial reported no remaining American Well position as of Q4 2024 after selling out during the quarter.
  • Aldebaran Financial sold 21,906 American Well shares in Q4 2024, an estimated $4.08M.
  • Aldebaran Financial first reported a position in American Well in Q1 2021 and held it in 15 quarters.
  • Aldebaran Financial's American Well position peaked at $7.46M in Q2 2021.
  • 67 funds tracked by Wall St. Rank held American Well as of Q4 2024.

Based on Aldebaran Financial's 13F filing for Q4 2024, filed 14 Feb 2025.