AWA
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ARQ Wealth Advisors’s American Well AMWL Stock Holding History

ARQ Wealth 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
2024
Q3 		– Sell
-3,785
Closed -$24.6K – 94
2024
Q2 		$24.6K Hold
3,785
– – 0.01% 83
2024
Q1 		$61.4K Hold
3,785
– – 0.03% 86
2023
Q4 		$113K Sell
3,785
-513
-12% -$12.6K 0.07% 66
2023
Q3 		$101K Hold
4,298
– – 0.08% 56
2023
Q2 		$181K Hold
4,298
– – 0.12% 56
2023
Q1 		$203K Hold
4,298
– – 0.15% 51
2022
Q4 		$243K Hold
4,298
– – 0.16% 47
2022
Q3 		$309K Hold
4,298
– – 0.24% 41
2022
Q2 		$371K Hold
4,298
– – 0.27% 43
2022
Q1 		$362K Hold
4,298
– – 0.24% 42
2021
Q4 		$519K Hold
4,298
– – 0.37% 36
2021
Q3 		$783K Hold
4,298
– – 0.5% 30
2021
Q2 		$1.08M Buy
+4,298
New +$1.24M 0.69% 26

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
AF
Aldebaran Financial $105M AUM 19.84% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $63.9B AUM 45.56% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

ARQ Wealth Advisors's AMWL Position: Q3 2024 in Review

ARQ Wealth Advisors sold out of American Well (AMWL) in Q3 2024, closing a stake of 3,785 shares — an estimated $24.6K sold.

ARQ Wealth Advisors first reported a position in AMWL in Q2 2021 and held it in 13 quarters. The position peaked at $1.08M in Q2 2021. 65 funds tracked by Wall St. Rank hold AMWL as of Q3 2024.

  • ARQ Wealth Advisors reported no remaining American Well position as of Q3 2024 after selling out during the quarter.
  • ARQ Wealth Advisors sold 3,785 American Well shares in Q3 2024, an estimated $24.6K.
  • ARQ Wealth Advisors first reported a position in American Well in Q2 2021 and held it in 13 quarters.
  • ARQ Wealth Advisors's American Well position peaked at $1.08M in Q2 2021.
  • 65 funds tracked by Wall St. Rank held American Well as of Q3 2024.

Based on ARQ Wealth Advisors's 13F filing for Q3 2024, filed 5 Nov 2024.