Carson Wealth (CWM LLC)
AMWL icon

Carson Wealth (CWM LLC)’s American Well AMWL Stock Holding History

Carson Wealth (CWM 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
2024
Q3 		– Sell
-32
Closed – – 4800
2024
Q2 		$0 Sell
32
-197
-86% -$1.98K ﹤0.01% 4564
2024
Q1 		$4K Buy
229
+228
+22,800% +$4.89K ﹤0.01% 3725
2023
Q4 		$0 Buy
+1
New +$25 ﹤0.01% 4105
2023
Q3 		– Sell
-13
Closed -$1K – 4156
2023
Q2 		$1K Sell
13
-81
-86% -$3.57K ﹤0.01% 3900
2023
Q1 		$4K Buy
+94
New +$6.03K ﹤0.01% 3351
2022
Q2 		– Sell
-2
Closed – – 3757
2022
Q1 		$0 Buy
2
+1
+100% +$84 ﹤0.01% 3504
2021
Q4 		$0 Buy
+1
New +$152 ﹤0.01% 3478

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
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
AF
Aldebaran Financial $105M AUM 19.84% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
KLP
Kent Lake PR Anasco, Puerto Rico $198M AUM 5.21% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Carson Wealth (CWM LLC)'s AMWL Position: Q3 2024 in Review

Carson Wealth (CWM LLC) sold out of American Well (AMWL) in Q3 2024, closing a stake of 32 shares.

Carson Wealth (CWM LLC) first reported a position in AMWL in Q4 2021 and held it in 7 quarters. The position peaked at $4K in Q1 2024. 65 funds tracked by Wall St. Rank hold AMWL as of Q3 2024.

  • Carson Wealth (CWM LLC) reported no remaining American Well position as of Q3 2024 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 32 American Well shares in Q3 2024.
  • Carson Wealth (CWM LLC) first reported a position in American Well in Q4 2021 and held it in 7 quarters.
  • Carson Wealth (CWM LLC)'s American Well position peaked at $4K in Q1 2024.
  • 65 funds tracked by Wall St. Rank held American Well as of Q3 2024.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q3 2024, filed 8 Oct 2024.