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Avior Wealth Management’s American Well AMWL Stock Holding History

Avior 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
2024
Q2 		– Sell
-4
Closed -$40 – 2328
2024
Q1 		$72 Buy
+4
New +$86 ﹤0.01% 3329

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AF
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Vanguard Group
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AIM
Alerce Investment Management Chicago, Illinois $56.8M AUM 31.17% 1-Year Est. Return
Renaissance Technologies
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BlackRock
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Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

Avior Wealth Management's AMWL Position: Q2 2024 in Review

Avior Wealth Management sold out of American Well (AMWL) in Q2 2024, closing a stake of 4 shares — an estimated $40 sold.

Avior Wealth Management first reported a position in AMWL in Q1 2024 and held it in 1 quarter. The position peaked at $72 in Q1 2024. 109 funds tracked by Wall St. Rank hold AMWL as of Q2 2024.

  • Avior Wealth Management reported no remaining American Well position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 4 American Well shares in Q2 2024, an estimated $40.
  • Avior Wealth Management first reported a position in American Well in Q1 2024 and held it in 1 quarter.
  • Avior Wealth Management's American Well position peaked at $72 in Q1 2024.
  • 109 funds tracked by Wall St. Rank held American Well as of Q2 2024.

Based on Avior Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.