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Burleson & Co’s American Well AMWL Stock Holding History

Burleson & Co’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
Q1 		– Sell
-80
Closed -$10K – 405
2021
Q4 		$10K Hold
80
– – ﹤0.01% 263
2021
Q3 		$15K Hold
80
– – ﹤0.01% 244
2021
Q2 		$20K Buy
+80
New +$23.1K ﹤0.01% 234

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
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return
AIM
Alerce Investment Management Chicago, Illinois $56.8M AUM 31.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EHI
Eagle Health Investments Greenwich, Connecticut $572M AUM 67.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Burleson & Co's AMWL Position: Q1 2022 in Review

Burleson & Co sold out of American Well (AMWL) in Q1 2022, closing a stake of 80 shares — an estimated $10K sold.

Burleson & Co first reported a position in AMWL in Q2 2021 and held it in 3 quarters. The position peaked at $20K in Q2 2021. 176 funds tracked by Wall St. Rank hold AMWL as of Q1 2022.

  • Burleson & Co reported no remaining American Well position as of Q1 2022 after selling out during the quarter.
  • Burleson & Co sold 80 American Well shares in Q1 2022, an estimated $10K.
  • Burleson & Co first reported a position in American Well in Q2 2021 and held it in 3 quarters.
  • Burleson & Co's American Well position peaked at $20K in Q2 2021.
  • 176 funds tracked by Wall St. Rank held American Well as of Q1 2022.

Based on Burleson & Co's 13F filing for Q1 2022, filed 25 Apr 2022.