Davis Rea’s American Well AMWL Stock Holding History

Davis Rea’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 Q1	–	Sell	-935	Closed	-$473K	–	58
2020 Q4	$473K	Buy	935 +85	+10%	+$49.2K	0.27%	41
2020 Q3	$504K	Buy	+850	New	+$449K	0.34%	40

Other funds holding AMWL

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Fosun International Hong Kong, China $399M AUM 16.11% 1-Year Est. Return

VIP

Vantage Investment Partners Kansas City, Missouri $1.45B AUM 18.96% 1-Year Est. Return

Bellevue Group Kuesnacht, Switzerland $4.2B AUM 54.85% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Davis Rea's AMWL Position: Q1 2021 in Review

Davis Rea sold out of American Well (AMWL) in Q1 2021, closing a stake of 935 shares — an estimated $473K sold.

Davis Rea first reported a position in AMWL in Q3 2020 and held it in 2 quarters. The position peaked at $504K in Q3 2020. 172 funds tracked by Wall St. Rank hold AMWL as of Q1 2021.

Davis Rea reported no remaining American Well position as of Q1 2021 after selling out during the quarter.
Davis Rea sold 935 American Well shares in Q1 2021, an estimated $473K.
Davis Rea first reported a position in American Well in Q3 2020 and held it in 2 quarters.
Davis Rea's American Well position peaked at $504K in Q3 2020.
172 funds tracked by Wall St. Rank held American Well as of Q1 2021.

Based on Davis Rea's 13F filing for Q1 2021, filed 3 May 2021.