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Arcadia Investment Advisors’s American Well AMWL Stock Holding History

Arcadia Investment Advisors’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
2021
Q3 		– Sell
-1
Closed -$151 – 122
2021
Q2 		$151 Buy
+1
New +$288 ﹤0.01% 242

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CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
State Street
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
RP
Regal Partners Sydney, NSW, Australia $1.84B AUM 54.78% 1-Year Est. Return
BG
Bellevue Group Kuesnacht, Switzerland $4.2B AUM 54.85% 1-Year Est. Return

Arcadia Investment Advisors's AMWL Position: Q3 2021 in Review

Arcadia Investment Advisors sold out of American Well (AMWL) in Q3 2021, closing a stake of 1 share — an estimated $151 sold.

Arcadia Investment Advisors first reported a position in AMWL in Q2 2021 and held it in 1 quarter. The position peaked at $151 in Q2 2021. 173 funds tracked by Wall St. Rank hold AMWL as of Q3 2021.

  • Arcadia Investment Advisors reported no remaining American Well position as of Q3 2021 after selling out during the quarter.
  • Arcadia Investment Advisors sold 1 American Well share in Q3 2021, an estimated $151.
  • Arcadia Investment Advisors first reported a position in American Well in Q2 2021 and held it in 1 quarter.
  • Arcadia Investment Advisors's American Well position peaked at $151 in Q2 2021.
  • 173 funds tracked by Wall St. Rank held American Well as of Q3 2021.

Based on Arcadia Investment Advisors's 13F filing for Q3 2021, filed 19 Dec 2024.