Commonwealth Equity Services
AMWL icon

Commonwealth Equity Services’s American Well AMWL Stock Holding History

Commonwealth Equity 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
2021
Q4 		– Sell
-2,516
Closed -$458K – 3649
2021
Q3 		$458K Buy
2,516
+145
+6% +$31.4K ﹤0.01% 2540
2021
Q2 		$596K Sell
2,371
-244
-9% -$70.3K ﹤0.01% 2332
2021
Q1 		$908K Sell
2,615
-174
-6% -$94.3K ﹤0.01% 1874
2020
Q4 		$1.41M Buy
2,789
+1,083
+63% +$627K ﹤0.01% 1434
2020
Q3 		$1.01M Buy
+1,706
New +$900K ﹤0.01% 1483

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

Commonwealth Equity Services's AMWL Position: Q4 2021 in Review

Commonwealth Equity Services sold out of American Well (AMWL) in Q4 2021, closing a stake of 2,516 shares — an estimated $458K sold.

Commonwealth Equity Services first reported a position in AMWL in Q3 2020 and held it in 5 quarters. The position peaked at $1.41M in Q4 2020. 182 funds tracked by Wall St. Rank hold AMWL as of Q4 2021.

  • Commonwealth Equity Services reported no remaining American Well position as of Q4 2021 after selling out during the quarter.
  • Commonwealth Equity Services sold 2,516 American Well shares in Q4 2021, an estimated $458K.
  • Commonwealth Equity Services first reported a position in American Well in Q3 2020 and held it in 5 quarters.
  • Commonwealth Equity Services's American Well position peaked at $1.41M in Q4 2020.
  • 182 funds tracked by Wall St. Rank held American Well as of Q4 2021.

Based on Commonwealth Equity Services's 13F filing for Q4 2021, filed 31 Jan 2022.