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Clearstead Advisors’s American Well AMWL Stock Holding History

Clearstead 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
2021
Q4 		– Sell
-5
Closed -$1K – 1272
2021
Q3 		$1K Hold
5
– – ﹤0.01% 1176
2021
Q2 		$1K Sell
5
-48
-91% -$13.8K ﹤0.01% 1119
2021
Q1 		$18K Hold
53
– – ﹤0.01% 698
2020
Q4 		$27K Hold
53
– – ﹤0.01% 584
2020
Q3 		$32K Buy
+53
New +$28K ﹤0.01% 525

Other funds holding AMWL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CIA
Caledonia Investments (Australia) Sydney NSW, Australia $3.44B AUM 20.03% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AIM
Alerce Investment Management Chicago, Illinois $56.8M AUM 31.17% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
EHI
Eagle Health Investments Greenwich, Connecticut $572M AUM 67.49% 1-Year Est. Return
II
Ibex Investors Denver, Colorado $152M AUM 19.17% 1-Year Est. Return

Clearstead Advisors's AMWL Position: Q4 2021 in Review

Clearstead Advisors sold out of American Well (AMWL) in Q4 2021, closing a stake of 5 shares — an estimated $1K sold.

Clearstead Advisors first reported a position in AMWL in Q3 2020 and held it in 5 quarters. The position peaked at $32K in Q3 2020. 182 funds tracked by Wall St. Rank hold AMWL as of Q4 2021.

  • Clearstead Advisors reported no remaining American Well position as of Q4 2021 after selling out during the quarter.
  • Clearstead Advisors sold 5 American Well shares in Q4 2021, an estimated $1K.
  • Clearstead Advisors first reported a position in American Well in Q3 2020 and held it in 5 quarters.
  • Clearstead Advisors's American Well position peaked at $32K in Q3 2020.
  • 182 funds tracked by Wall St. Rank held American Well as of Q4 2021.

Based on Clearstead Advisors's 13F filing for Q4 2021, filed 14 Feb 2022.