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Bel Air Investment Advisors’s American Well AMWL Stock Holding History

Bel Air Investment 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
Q2 		$9.42M Hold
37,423
– – 0.29% 54
2021
Q1 		$13M Buy
+37,423
New +$20.3M 0.41% 47

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
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Bel Air Investment Advisors's AMWL Position: Q2 2021 in Review

Bel Air Investment Advisors held its American Well (AMWL) position steady in Q2 2021 at 37,423 shares worth $9.42M. The position accounts for 0.29% of the portfolio, ranked #54.

Bel Air Investment Advisors first reported a position in AMWL in Q1 2021 and has held it in 2 quarters since. The position peaked at $13M in Q1 2021. 177 funds tracked by Wall St. Rank hold AMWL as of Q2 2021.

  • Bel Air Investment Advisors held 37,423 shares of American Well worth $9.42M as of Q2 2021.
  • Bel Air Investment Advisors left its American Well share count unchanged in Q2 2021.
  • American Well made up 0.29% of Bel Air Investment Advisors's portfolio in Q2 2021, its #54 holding.
  • Bel Air Investment Advisors first reported a position in American Well in Q1 2021 and has held it in 2 quarters since.
  • Bel Air Investment Advisors's American Well position peaked at $13M in Q1 2021.
  • 177 funds tracked by Wall St. Rank held American Well as of Q2 2021.

Based on Bel Air Investment Advisors's 13F filing for Q2 2021, filed 16 Aug 2021.