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Bridgewater Associates’s American Well AMWL Stock Holding History

Bridgewater Associates’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
2023
Q4 		– Sell
-20,119
Closed -$471K – 749
2023
Q3 		$471K Sell
20,119
-980
-5% -$33.1K ﹤0.01% 695
2023
Q2 		$886K Sell
21,099
-1,415
-6% -$62.4K 0.01% 591
2023
Q1 		$1.06M Sell
22,514
-334
-1% -$21.4K 0.01% 556
2022
Q4 		$1.29M Sell
22,848
-6,989
-23% -$504K 0.01% 607
2022
Q3 		$2.14M Buy
29,837
+3,092
+12% +$271K 0.01% 550
2022
Q2 		$2.31M Buy
26,745
+1,645
+7% +$123K 0.01% 650
2022
Q1 		$2.11M Buy
25,100
+6,302
+34% +$532K 0.01% 673
2021
Q4 		$2.27M Sell
18,798
-2,321
-11% -$354K 0.01% 443
2021
Q3 		$3.85M Sell
21,119
-516
-2% -$112K 0.02% 328
2021
Q2 		$5.44M Buy
+21,635
New +$6.24M 0.03% 321

Other funds holding AMWL

SM
Senvest Management New York $3.01B AUM 35.7% 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
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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Bridgewater Associates's AMWL Position: Q4 2023 in Review

Bridgewater Associates sold out of American Well (AMWL) in Q4 2023, closing a stake of 20,119 shares — an estimated $471K sold.

Bridgewater Associates first reported a position in AMWL in Q2 2021 and held it in 10 quarters. The position peaked at $5.44M in Q2 2021. 140 funds tracked by Wall St. Rank hold AMWL as of Q4 2023.

  • Bridgewater Associates reported no remaining American Well position as of Q4 2023 after selling out during the quarter.
  • Bridgewater Associates sold 20,119 American Well shares in Q4 2023, an estimated $471K.
  • Bridgewater Associates first reported a position in American Well in Q2 2021 and held it in 10 quarters.
  • Bridgewater Associates's American Well position peaked at $5.44M in Q2 2021.
  • 140 funds tracked by Wall St. Rank held American Well as of Q4 2023.

Based on Bridgewater Associates's 13F filing for Q4 2023, filed 14 Feb 2024.