AF
AMWL icon

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 $3.01B 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
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
KLP
Kent Lake PR Anasco, Puerto Rico $195M 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 $134B AUM 35.51% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return