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Apollon Wealth Management’s American Well AMWL Stock Holding History

Apollon Wealth 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
Q4 		– Sell
-500
Closed -$36K – 858
2022
Q3 		$36K Hold
500
– – ﹤0.01% 786
2022
Q2 		$43K Hold
500
– – ﹤0.01% 727
2022
Q1 		$42K Buy
+500
New +$42.2K ﹤0.01% 740

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CIA
Caledonia Investments (Australia) Sydney NSW, Australia $3.44B AUM 20.03% 1-Year Est. Return
SM
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Apollon Wealth Management's AMWL Position: Q4 2022 in Review

Apollon Wealth Management sold out of American Well (AMWL) in Q4 2022, closing a stake of 500 shares — an estimated $36K sold.

Apollon Wealth Management first reported a position in AMWL in Q1 2022 and held it in 3 quarters. The position peaked at $43K in Q2 2022. 154 funds tracked by Wall St. Rank hold AMWL as of Q4 2022.

  • Apollon Wealth Management reported no remaining American Well position as of Q4 2022 after selling out during the quarter.
  • Apollon Wealth Management sold 500 American Well shares in Q4 2022, an estimated $36K.
  • Apollon Wealth Management first reported a position in American Well in Q1 2022 and held it in 3 quarters.
  • Apollon Wealth Management's American Well position peaked at $43K in Q2 2022.
  • 154 funds tracked by Wall St. Rank held American Well as of Q4 2022.

Based on Apollon Wealth Management's 13F filing for Q4 2022, filed 15 Feb 2023.