Creative Planning’s American Well AMWL Stock Holding History

Creative Planning’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 Q4	–	Sell	-566	Closed	-$13.2K	–	2762
2023 Q3	$13.2K	Sell	566 -58	-9%	-$1.96K	﹤0.01%	2624
2023 Q2	$26.2K	Sell	624 -338	-35%	-$14.9K	﹤0.01%	2489
2023 Q1	$45.4K	Sell	962 -5	-0.5%	-$321	﹤0.01%	2357
2022 Q4	$54.7K	Buy	+967	New	+$69.7K	﹤0.01%	2214

Other funds holding AMWL

Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Creative Planning's AMWL Position: Q4 2023 in Review

Creative Planning sold out of American Well (AMWL) in Q4 2023, closing a stake of 566 shares — an estimated $13.2K sold.

Creative Planning first reported a position in AMWL in Q4 2022 and held it in 4 quarters. The position peaked at $54.7K in Q4 2022. 140 funds tracked by Wall St. Rank hold AMWL as of Q4 2023.

Creative Planning reported no remaining American Well position as of Q4 2023 after selling out during the quarter.
Creative Planning sold 566 American Well shares in Q4 2023, an estimated $13.2K.
Creative Planning first reported a position in American Well in Q4 2022 and held it in 4 quarters.
Creative Planning's American Well position peaked at $54.7K in Q4 2022.
140 funds tracked by Wall St. Rank held American Well as of Q4 2023.

Based on Creative Planning's 13F filing for Q4 2023, filed 14 Feb 2024.