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Capital Performance Advisors’s American Well AMWL Stock Holding History

Capital Performance Advisors’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
Q1 		– Sell
-1,942
Closed -$57.9K – 84
2023
Q4 		$57.9K Buy
1,942
+11
+0.6% +$270 0.03% 75
2023
Q3 		$45.2K Hold
1,931
– – 0.02% 55
2023
Q2 		$81.1K Hold
1,931
– – 0.04% 58
2023
Q1 		$91.2K Hold
1,931
– – 0.05% 52
2022
Q4 		$109K Hold
1,931
– – 0.06% 49
2022
Q3 		$139K Sell
1,931
-812
-30% -$71.1K 0.09% 42
2022
Q2 		$237K Hold
2,743
– – 0.15% 38
2022
Q1 		$231K Hold
2,743
– – 0.13% 43
2021
Q4 		$234K Buy
+2,743
New +$418K 0.14% 43

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
AF
Aldebaran Financial $105M AUM 19.84% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Capital Performance Advisors's AMWL Position: Q1 2024 in Review

Capital Performance Advisors sold out of American Well (AMWL) in Q1 2024, closing a stake of 1,942 shares — an estimated $57.9K sold.

Capital Performance Advisors first reported a position in AMWL in Q4 2021 and held it in 9 quarters. The position peaked at $237K in Q2 2022. 132 funds tracked by Wall St. Rank hold AMWL as of Q1 2024.

  • Capital Performance Advisors reported no remaining American Well position as of Q1 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 1,942 American Well shares in Q1 2024, an estimated $57.9K.
  • Capital Performance Advisors first reported a position in American Well in Q4 2021 and held it in 9 quarters.
  • Capital Performance Advisors's American Well position peaked at $237K in Q2 2022.
  • 132 funds tracked by Wall St. Rank held American Well as of Q1 2024.

Based on Capital Performance Advisors's 13F filing for Q1 2024, filed 26 Apr 2024.