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Econ Financial Services’s American Well AMWL Stock Holding History

Econ Financial 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
2022
Q2 		– Sell
-1,072
Closed -$90K – 82
2022
Q1 		$90K Hold
1,072
– – 0.07% 71
2021
Q4 		$130K Buy
+1,072
New +$163K 0.1% 84

Other funds holding AMWL

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CIA
Caledonia Investments (Australia) Sydney NSW, Australia $3.44B AUM 20.03% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SM
Senvest Management New York $3.01B AUM 35.7% 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
EHI
Eagle Health Investments Greenwich, Connecticut $572M AUM 67.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Econ Financial Services's AMWL Position: Q2 2022 in Review

Econ Financial Services sold out of American Well (AMWL) in Q2 2022, closing a stake of 1,072 shares — an estimated $90K sold.

Econ Financial Services first reported a position in AMWL in Q4 2021 and held it in 2 quarters. The position peaked at $130K in Q4 2021. 164 funds tracked by Wall St. Rank hold AMWL as of Q2 2022.

  • Econ Financial Services reported no remaining American Well position as of Q2 2022 after selling out during the quarter.
  • Econ Financial Services sold 1,072 American Well shares in Q2 2022, an estimated $90K.
  • Econ Financial Services first reported a position in American Well in Q4 2021 and held it in 2 quarters.
  • Econ Financial Services's American Well position peaked at $130K in Q4 2021.
  • 164 funds tracked by Wall St. Rank held American Well as of Q2 2022.

Based on Econ Financial Services's 13F filing for Q2 2022, filed 19 Jul 2022.