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B. Riley Wealth Advisors’s American Well AMWL Stock Holding History

B. Riley 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
2021
Q4 		– Sell
-598
Closed -$109K – 1411
2021
Q3 		$109K Sell
598
-6
-1% -$1.3K ﹤0.01% 1326
2021
Q2 		$152K Sell
604
-42
-7% -$12.1K ﹤0.01% 1265
2021
Q1 		$225K Buy
646
+200
+45% +$108K 0.01% 1141
2020
Q4 		$227K Sell
446
-148
-25% -$85.7K 0.01% 884
2020
Q3 		$352K Buy
+594
New +$313K 0.02% 662

Other funds holding AMWL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CIA
Caledonia Investments (Australia) Sydney NSW, Australia $3.44B AUM 20.03% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AIM
Alerce Investment Management Chicago, Illinois $56.8M AUM 31.17% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
EHI
Eagle Health Investments Greenwich, Connecticut $572M AUM 67.49% 1-Year Est. Return
II
Ibex Investors Denver, Colorado $152M AUM 19.17% 1-Year Est. Return

B. Riley Wealth Advisors's AMWL Position: Q4 2021 in Review

B. Riley Wealth Advisors sold out of American Well (AMWL) in Q4 2021, closing a stake of 598 shares — an estimated $109K sold.

B. Riley Wealth Advisors first reported a position in AMWL in Q3 2020 and held it in 5 quarters. The position peaked at $352K in Q3 2020. 182 funds tracked by Wall St. Rank hold AMWL as of Q4 2021.

  • B. Riley Wealth Advisors reported no remaining American Well position as of Q4 2021 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 598 American Well shares in Q4 2021, an estimated $109K.
  • B. Riley Wealth Advisors first reported a position in American Well in Q3 2020 and held it in 5 quarters.
  • B. Riley Wealth Advisors's American Well position peaked at $352K in Q3 2020.
  • 182 funds tracked by Wall St. Rank held American Well as of Q4 2021.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.