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Bartlett & Co Wealth Management’s American Well AMWL Stock Holding History

Bartlett & Co 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
Q1 		– Sell
-11
Closed -$330 – 1133
2023
Q4 		$330 Buy
+11
New +$270 ﹤0.01% 1204

Other funds holding AMWL

SM
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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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AF
Aldebaran Financial $105M AUM 19.84% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Bartlett & Co Wealth Management's AMWL Position: Q1 2024 in Review

Bartlett & Co Wealth Management sold out of American Well (AMWL) in Q1 2024, closing a stake of 11 shares — an estimated $330 sold.

Bartlett & Co Wealth Management first reported a position in AMWL in Q4 2023 and held it in 1 quarter. The position peaked at $330 in Q4 2023. 132 funds tracked by Wall St. Rank hold AMWL as of Q1 2024.

  • Bartlett & Co Wealth Management reported no remaining American Well position as of Q1 2024 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 11 American Well shares in Q1 2024, an estimated $330.
  • Bartlett & Co Wealth Management first reported a position in American Well in Q4 2023 and held it in 1 quarter.
  • Bartlett & Co Wealth Management's American Well position peaked at $330 in Q4 2023.
  • 132 funds tracked by Wall St. Rank held American Well as of Q1 2024.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2024, filed 9 May 2024.