Capital Advisory Group Advisory Services’s American Well AMWL Stock Holding History

Capital Advisory Group Advisory Services’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 Q2	–	Sell	-8	Closed	-$1K	–	219
2022 Q1	$1K	Buy	+8	New	+$675	﹤0.01%	488
2021 Q4	–	Sell	-88	Closed	-$16K	–	185
2021 Q3	$16K	Sell	88 -90	-51%	-$19.5K	0.01%	354
2021 Q2	$45K	Buy	178 +35	+24%	+$10.1K	0.02%	273
2021 Q1	$50K	Buy	143 +4	+3%	+$2.17K	0.02%	243
2020 Q4	$70K	Buy	+139	New	+$80.5K	0.03%	228

Other funds holding AMWL

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Capital Advisory Group Advisory Services's AMWL Position: Q2 2022 in Review

Capital Advisory Group Advisory Services sold out of American Well (AMWL) in Q2 2022, closing a stake of 8 shares — an estimated $1K sold.

Capital Advisory Group Advisory Services first reported a position in AMWL in Q4 2020 and held it in 5 quarters. The position peaked at $70K in Q4 2020. 164 funds tracked by Wall St. Rank hold AMWL as of Q2 2022.

Capital Advisory Group Advisory Services reported no remaining American Well position as of Q2 2022 after selling out during the quarter.
Capital Advisory Group Advisory Services sold 8 American Well shares in Q2 2022, an estimated $1K.
Capital Advisory Group Advisory Services first reported a position in American Well in Q4 2020 and held it in 5 quarters.
Capital Advisory Group Advisory Services's American Well position peaked at $70K in Q4 2020.
164 funds tracked by Wall St. Rank held American Well as of Q2 2022.

Based on Capital Advisory Group Advisory Services's 13F filing for Q2 2022, filed 12 Aug 2022.