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Capital Advisors Ltd’s American Well AMWL Stock Holding History

Capital Advisors Ltd’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
2024
Q2 		– Sell
-31
Closed -$1K – 1362
2024
Q1 		$1K Buy
+31
New +$665 ﹤0.01% 1111
2022
Q3 		– Sell
-6
Closed -$1K – 1220
2022
Q2 		$1K Buy
+6
New +$448 ﹤0.01% 714

Other funds holding AMWL

SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CIA
Caledonia Investments (Australia) Sydney NSW, Australia $3.44B AUM 20.03% 1-Year Est. Return
AF
Aldebaran Financial $105M AUM 19.84% 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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

Capital Advisors Ltd's AMWL Position: Q2 2024 in Review

Capital Advisors Ltd sold out of American Well (AMWL) in Q2 2024, closing a stake of 31 shares — an estimated $1K sold.

Capital Advisors Ltd first reported a position in AMWL in Q2 2022 and held it in 2 quarters. The position peaked at $1K in Q1 2024. 109 funds tracked by Wall St. Rank hold AMWL as of Q2 2024.

  • Capital Advisors Ltd reported no remaining American Well position as of Q2 2024 after selling out during the quarter.
  • Capital Advisors Ltd sold 31 American Well shares in Q2 2024, an estimated $1K.
  • Capital Advisors Ltd first reported a position in American Well in Q2 2022 and held it in 2 quarters.
  • Capital Advisors Ltd's American Well position peaked at $1K in Q1 2024.
  • 109 funds tracked by Wall St. Rank held American Well as of Q2 2024.

Based on Capital Advisors Ltd's 13F filing for Q2 2024, filed 25 Jul 2024.