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Centurion Wealth Management’s American Well AMWL Stock Holding History

Centurion Wealth Management’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
2023
Q2 		– Sell
-1,328
Closed -$62.7K – 155
2023
Q1 		$62.7K Hold
1,328
– – 0.03% 150
2022
Q4 		$75.1K Buy
+1,328
New +$95.7K 0.04% 153

Other funds holding AMWL

SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
AIM
Alerce Investment Management Chicago, Illinois $56.8M AUM 31.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Centurion Wealth Management's AMWL Position: Q2 2023 in Review

Centurion Wealth Management sold out of American Well (AMWL) in Q2 2023, closing a stake of 1,328 shares — an estimated $62.7K sold.

Centurion Wealth Management first reported a position in AMWL in Q4 2022 and held it in 2 quarters. The position peaked at $75.1K in Q4 2022. 146 funds tracked by Wall St. Rank hold AMWL as of Q2 2023.

  • Centurion Wealth Management reported no remaining American Well position as of Q2 2023 after selling out during the quarter.
  • Centurion Wealth Management sold 1,328 American Well shares in Q2 2023, an estimated $62.7K.
  • Centurion Wealth Management first reported a position in American Well in Q4 2022 and held it in 2 quarters.
  • Centurion Wealth Management's American Well position peaked at $75.1K in Q4 2022.
  • 146 funds tracked by Wall St. Rank held American Well as of Q2 2023.

Based on Centurion Wealth Management's 13F filing for Q2 2023, filed 21 Jul 2023.