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Crewe Advisors’s American Well AMWL Stock Holding History

Crewe 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
2023
Q3 		– Sell
-2
Closed -$84 – 605
2023
Q2 		$84 Hold
2
– – ﹤0.01% 864
2023
Q1 		$95 Hold
2
– – ﹤0.01% 806
2022
Q4 		$113 Hold
2
– – ﹤0.01% 1009
2022
Q3 		$0 Hold
2
– – ﹤0.01% 1241
2022
Q2 		$0 Hold
2
– – ﹤0.01% 1135
2022
Q1 		$0 Hold
2
– – ﹤0.01% 474
2021
Q4 		$0 Hold
2
– – ﹤0.01% 404
2021
Q3 		$0 Hold
2
– – ﹤0.01% 399
2021
Q2 		$1K Hold
2
– – ﹤0.01% 426
2021
Q1 		$1K Hold
2
– – ﹤0.01% 426
2020
Q4 		$1K Hold
2
– – ﹤0.01% 417
2020
Q3 		$1K Buy
+2
New +$1.05K ﹤0.01% 554

Other funds holding AMWL

SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
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
AF
Aldebaran Financial $105M AUM 19.84% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Crewe Advisors's AMWL Position: Q3 2023 in Review

Crewe Advisors sold out of American Well (AMWL) in Q3 2023, closing a stake of 2 shares — an estimated $84 sold.

Crewe Advisors first reported a position in AMWL in Q3 2020 and held it in 12 quarters. The position peaked at $1K in Q2 2021. 149 funds tracked by Wall St. Rank hold AMWL as of Q3 2023.

  • Crewe Advisors reported no remaining American Well position as of Q3 2023 after selling out during the quarter.
  • Crewe Advisors sold 2 American Well shares in Q3 2023, an estimated $84.
  • Crewe Advisors first reported a position in American Well in Q3 2020 and held it in 12 quarters.
  • Crewe Advisors's American Well position peaked at $1K in Q2 2021.
  • 149 funds tracked by Wall St. Rank held American Well as of Q3 2023.

Based on Crewe Advisors's 13F filing for Q3 2023, filed 9 Nov 2023.