Capital Analysts LLC’s American Well AMWL Stock Holding History

Capital Analysts 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
2020 Q4	–	Sell	-5	Closed	-$3K	–	743
2020 Q3	$3K	Buy	+5	New	+$2.64K	﹤0.01%	680

Other funds holding AMWL

AIM

Alerce Investment Management Chicago, Illinois $56.8M AUM 31.17% 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

Bridger Management New York $128M AUM 9.54% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

SHI

SV Health Investors Boston, Massachusetts $32.3M AUM 20.15% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Capital Analysts LLC's AMWL Position: Q4 2020 in Review

Capital Analysts LLC sold out of American Well (AMWL) in Q4 2020, closing a stake of 5 shares — an estimated $3K sold.

Capital Analysts LLC first reported a position in AMWL in Q3 2020 and held it in 1 quarter. The position peaked at $3K in Q3 2020. 146 funds tracked by Wall St. Rank hold AMWL as of Q4 2020.

Capital Analysts LLC reported no remaining American Well position as of Q4 2020 after selling out during the quarter.
Capital Analysts LLC sold 5 American Well shares in Q4 2020, an estimated $3K.
Capital Analysts LLC first reported a position in American Well in Q3 2020 and held it in 1 quarter.
Capital Analysts LLC's American Well position peaked at $3K in Q3 2020.
146 funds tracked by Wall St. Rank held American Well as of Q4 2020.

Based on Capital Analysts LLC's 13F filing for Q4 2020, filed 16 Feb 2021.