BWL
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Bogart Wealth LLC’s American Well AMWL Stock Holding History

Bogart Wealth LLC’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
2022
Q4 		– Sell
-5
Closed – – 1048
2022
Q3 		$0 Buy
+5
New +$438 ﹤0.01% 988

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SM
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AIM
Alerce Investment Management Chicago, Illinois $56.8M AUM 31.17% 1-Year Est. Return
State Street
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bogart Wealth LLC's AMWL Position: Q4 2022 in Review

Bogart Wealth LLC sold out of American Well (AMWL) in Q4 2022, closing a stake of 5 shares.

Bogart Wealth LLC first reported a position in AMWL in Q3 2022 and held it in 1 quarter. The position peaked at $0 in Q3 2022. 154 funds tracked by Wall St. Rank hold AMWL as of Q4 2022.

  • Bogart Wealth LLC reported no remaining American Well position as of Q4 2022 after selling out during the quarter.
  • Bogart Wealth LLC sold 5 American Well shares in Q4 2022.
  • Bogart Wealth LLC first reported a position in American Well in Q3 2022 and held it in 1 quarter.
  • Bogart Wealth LLC's American Well position peaked at $0 in Q3 2022.
  • 154 funds tracked by Wall St. Rank held American Well as of Q4 2022.

Based on Bogart Wealth LLC's 13F filing for Q4 2022, filed 6 Feb 2023.