Delap Wealth Advisory’s American Well AMWL Stock Holding History

Delap Wealth Advisory’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
2024 Q2	–	Sell	-608	Closed	-$9.86K	–	131
2024 Q1	$9.86K	Buy	+608	New	+$13K	﹤0.01%	261

Other funds holding AMWL

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

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

CIA

Caledonia Investments (Australia) Sydney NSW, Australia $3.44B AUM 20.03% 1-Year Est. Return

Aldebaran Financial $105M AUM 19.84% 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

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

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

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

Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

Delap Wealth Advisory's AMWL Position: Q2 2024 in Review

Delap Wealth Advisory sold out of American Well (AMWL) in Q2 2024, closing a stake of 608 shares — an estimated $9.86K sold.

Delap Wealth Advisory first reported a position in AMWL in Q1 2024 and held it in 1 quarter. The position peaked at $9.86K in Q1 2024. 109 funds tracked by Wall St. Rank hold AMWL as of Q2 2024.

Delap Wealth Advisory reported no remaining American Well position as of Q2 2024 after selling out during the quarter.
Delap Wealth Advisory sold 608 American Well shares in Q2 2024, an estimated $9.86K.
Delap Wealth Advisory first reported a position in American Well in Q1 2024 and held it in 1 quarter.
Delap Wealth Advisory's American Well position peaked at $9.86K in Q1 2024.
109 funds tracked by Wall St. Rank held American Well as of Q2 2024.

Based on Delap Wealth Advisory's 13F filing for Q2 2024, filed 13 Aug 2024.