AAM
AMWL icon

Aureus Asset Management’s American Well AMWL Stock Holding History

Aureus Asset 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
2021
Q3 		– Sell
-72,809
Closed -$18.3M – 210
2021
Q2 		$18.3M Buy
72,809
+26,303
+57% +$7.58M 1.18% 37
2021
Q1 		$16.2M Buy
+46,506
New +$25.2M 1.25% 37

Other funds holding AMWL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
AIM
Alerce Investment Management Chicago, Illinois $56.8M AUM 31.17% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 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
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

Aureus Asset Management's AMWL Position: Q3 2021 in Review

Aureus Asset Management sold out of American Well (AMWL) in Q3 2021, closing a stake of 72,809 shares — an estimated $18.3M sold.

Aureus Asset Management first reported a position in AMWL in Q1 2021 and held it in 2 quarters. The position peaked at $18.3M in Q2 2021. 173 funds tracked by Wall St. Rank hold AMWL as of Q3 2021.

  • Aureus Asset Management reported no remaining American Well position as of Q3 2021 after selling out during the quarter.
  • Aureus Asset Management sold 72,809 American Well shares in Q3 2021, an estimated $18.3M.
  • Aureus Asset Management first reported a position in American Well in Q1 2021 and held it in 2 quarters.
  • Aureus Asset Management's American Well position peaked at $18.3M in Q2 2021.
  • 173 funds tracked by Wall St. Rank held American Well as of Q3 2021.

Based on Aureus Asset Management's 13F filing for Q3 2021, filed 12 Nov 2021.