Farther Finance Advisors’s American Well AMWL Stock Holding History

Farther Finance 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 Q1	–	Sell	-3	Closed	-$190	–	2356
2022 Q4	$190	Buy	+3	New	+$216	﹤0.01%	2048

Other funds holding AMWL

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

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

Senvest Management New York $3.01B AUM 35.7% 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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Farther Finance Advisors's AMWL Position: Q1 2023 in Review

Farther Finance Advisors sold out of American Well (AMWL) in Q1 2023, closing a stake of 3 shares — an estimated $190 sold.

Farther Finance Advisors first reported a position in AMWL in Q4 2022 and held it in 1 quarter. The position peaked at $190 in Q4 2022. 153 funds tracked by Wall St. Rank hold AMWL as of Q1 2023.

Farther Finance Advisors reported no remaining American Well position as of Q1 2023 after selling out during the quarter.
Farther Finance Advisors sold 3 American Well shares in Q1 2023, an estimated $190.
Farther Finance Advisors first reported a position in American Well in Q4 2022 and held it in 1 quarter.
Farther Finance Advisors's American Well position peaked at $190 in Q4 2022.
153 funds tracked by Wall St. Rank held American Well as of Q1 2023.

Based on Farther Finance Advisors's 13F filing for Q1 2023, filed 12 Sep 2023.