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CGC Financial Services’s American Well AMWL Stock Holding History

CGC Financial 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
2025
Q1 		– Sell
-3
Closed -$22 – 340
2024
Q4 		$22 Hold
3
– – ﹤0.01% 344
2024
Q3 		$28 Sell
3
-1
-25% -$8 ﹤0.01% 347
2024
Q2 		$25 Hold
4
– – ﹤0.01% 351
2024
Q1 		$62 Hold
4
– – ﹤0.01% 355
2023
Q4 		$115 Hold
4
– – ﹤0.01% 364
2023
Q3 		$90 Hold
4
– – ﹤0.01% 330
2023
Q2 		$162 Buy
+4
New +$176 ﹤0.01% 345

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RPA
Rock Point Advisors Burlington, Vermont $370M AUM 23.84% 1-Year Est. Return

CGC Financial Services's AMWL Position: Q1 2025 in Review

CGC Financial Services sold out of American Well (AMWL) in Q1 2025, closing a stake of 3 shares — an estimated $22 sold.

CGC Financial Services first reported a position in AMWL in Q2 2023 and held it in 7 quarters. The position peaked at $162 in Q2 2023. 64 funds tracked by Wall St. Rank hold AMWL as of Q1 2025.

  • CGC Financial Services reported no remaining American Well position as of Q1 2025 after selling out during the quarter.
  • CGC Financial Services sold 3 American Well shares in Q1 2025, an estimated $22.
  • CGC Financial Services first reported a position in American Well in Q2 2023 and held it in 7 quarters.
  • CGC Financial Services's American Well position peaked at $162 in Q2 2023.
  • 64 funds tracked by Wall St. Rank held American Well as of Q1 2025.

Based on CGC Financial Services's 13F filing for Q1 2025, filed 14 Apr 2025.