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Emerald Advisers’s American Well AMWL Stock Holding History

Emerald Advisers’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
Q2 		– Sell
-3,891
Closed -$1.35M – 290
2021
Q1 		$1.35M Sell
3,891
-16,190
-81% -$8.77M 0.05% 139
2020
Q4 		$10.2M Buy
20,081
+9,748
+94% +$5.64M 0.34% 104
2020
Q3 		$6.13M Buy
+10,333
New +$5.45M 0.25% 103

Other funds holding AMWL

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AIM
Alerce Investment Management Chicago, Illinois $56.8M AUM 31.17% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RP
Regal Partners Sydney, NSW, Australia $1.84B AUM 54.78% 1-Year Est. Return
BG
Bellevue Group Kuesnacht, Switzerland $4.2B AUM 54.85% 1-Year Est. Return

Emerald Advisers's AMWL Position: Q2 2021 in Review

Emerald Advisers sold out of American Well (AMWL) in Q2 2021, closing a stake of 3,891 shares — an estimated $1.35M sold.

Emerald Advisers first reported a position in AMWL in Q3 2020 and held it in 3 quarters. The position peaked at $10.2M in Q4 2020. 177 funds tracked by Wall St. Rank hold AMWL as of Q2 2021.

  • Emerald Advisers reported no remaining American Well position as of Q2 2021 after selling out during the quarter.
  • Emerald Advisers sold 3,891 American Well shares in Q2 2021, an estimated $1.35M.
  • Emerald Advisers first reported a position in American Well in Q3 2020 and held it in 3 quarters.
  • Emerald Advisers's American Well position peaked at $10.2M in Q4 2020.
  • 177 funds tracked by Wall St. Rank held American Well as of Q2 2021.

Based on Emerald Advisers's 13F filing for Q2 2021, filed 29 Jul 2021.