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Allworth Financial’s American Well AMWL Stock Holding History

Allworth 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
2023
Q4 		– Sell
-5
Closed -$119 – 3464
2023
Q3 		$119 Buy
+5
New +$169 ﹤0.01% 3319
2023
Q2 		– Sell
-6
Closed -$284 – 3256
2023
Q1 		$284 Buy
+6
New +$385 ﹤0.01% 2947
2022
Q4 		– Sell
-4
Closed – – 3004
2022
Q3 		$0 Buy
4
+2
+100% +$175 ﹤0.01% 2636
2022
Q2 		$0 Buy
+2
New +$149 ﹤0.01% 2366

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
CIA
Caledonia Investments (Australia) Sydney NSW, Australia $3.44B AUM 20.03% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $240B AUM 35.51% 1-Year Est. Return

Allworth Financial's AMWL Position: Q4 2023 in Review

Allworth Financial sold out of American Well (AMWL) in Q4 2023, closing a stake of 5 shares — an estimated $119 sold.

Allworth Financial first reported a position in AMWL in Q2 2022 and held it in 4 quarters. The position peaked at $284 in Q1 2023. 140 funds tracked by Wall St. Rank hold AMWL as of Q4 2023.

  • Allworth Financial reported no remaining American Well position as of Q4 2023 after selling out during the quarter.
  • Allworth Financial sold 5 American Well shares in Q4 2023, an estimated $119.
  • Allworth Financial first reported a position in American Well in Q2 2022 and held it in 4 quarters.
  • Allworth Financial's American Well position peaked at $284 in Q1 2023.
  • 140 funds tracked by Wall St. Rank held American Well as of Q4 2023.

Based on Allworth Financial's 13F filing for Q4 2023, filed 24 Jan 2024.