Bank Julius Baer & Co
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Bank Julius Baer & Co’s American Well AMWL Stock Holding History

Bank Julius Baer & Co’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
Q1 		– Sell
-7,250
Closed -$3.67M – 817
2020
Q4 		$3.67M Buy
7,250
+1,550
+27% +$897K 0.03% 212
2020
Q3 		$3.38M Buy
+5,700
New +$3.01M 0.03% 177

Other funds holding AMWL

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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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
FI
Fosun International Hong Kong, China $399M AUM 16.11% 1-Year Est. Return
VIP
Vantage Investment Partners Kansas City, Missouri $1.45B AUM 18.96% 1-Year Est. Return
BG
Bellevue Group Kuesnacht, Switzerland $4.2B AUM 54.85% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank Julius Baer & Co's AMWL Position: Q1 2021 in Review

Bank Julius Baer & Co sold out of American Well (AMWL) in Q1 2021, closing a stake of 7,250 shares — an estimated $3.67M sold.

Bank Julius Baer & Co first reported a position in AMWL in Q3 2020 and held it in 2 quarters. The position peaked at $3.67M in Q4 2020. 172 funds tracked by Wall St. Rank hold AMWL as of Q1 2021.

  • Bank Julius Baer & Co reported no remaining American Well position as of Q1 2021 after selling out during the quarter.
  • Bank Julius Baer & Co sold 7,250 American Well shares in Q1 2021, an estimated $3.67M.
  • Bank Julius Baer & Co first reported a position in American Well in Q3 2020 and held it in 2 quarters.
  • Bank Julius Baer & Co's American Well position peaked at $3.67M in Q4 2020.
  • 172 funds tracked by Wall St. Rank held American Well as of Q1 2021.

Based on Bank Julius Baer & Co's 13F filing for Q1 2021, filed 10 May 2021.