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Berman Capital Advisors’s American Well AMWL Stock Holding History

Berman Capital 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
Q3 		$11K Hold
61
– – ﹤0.01% 1142
2021
Q2 		$14K Buy
61
+10
+20% +$2.88K ﹤0.01% 1017
2021
Q1 		$17K Buy
+51
New +$27.6K ﹤0.01% 833

Other funds holding AMWL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 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

Berman Capital Advisors's AMWL Position: Q3 2021 in Review

Berman Capital Advisors held its American Well (AMWL) position steady in Q3 2021 at 61 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #1142.

Berman Capital Advisors first reported a position in AMWL in Q1 2021 and has held it in 3 quarters since. The position peaked at $17K in Q1 2021. 173 funds tracked by Wall St. Rank hold AMWL as of Q3 2021.

  • Berman Capital Advisors held 61 shares of American Well worth $11K as of Q3 2021.
  • Berman Capital Advisors left its American Well share count unchanged in Q3 2021.
  • American Well made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1142 holding.
  • Berman Capital Advisors first reported a position in American Well in Q1 2021 and has held it in 3 quarters since.
  • Berman Capital Advisors's American Well position peaked at $17K in Q1 2021.
  • 173 funds tracked by Wall St. Rank held American Well as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.