GWS
AMWL icon

Glassman Wealth Services’s American Well AMWL Stock Holding History

Glassman Wealth 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
Q1 		– Sell
-2
Closed – – 1623
2021
Q4 		$0 Sell
2
-1
-33% -$152 ﹤0.01% 1619
2021
Q3 		$1K Sell
3
-521
-99% -$113K ﹤0.01% 1266
2021
Q2 		$132K Hold
524
– – 0.03% 197
2021
Q1 		$182K Buy
524
+435
+489% +$236K 0.04% 150
2020
Q4 		$45K Buy
89
+10
+13% +$5.79K 0.01% 352
2020
Q3 		$47K Buy
+79
New +$41.7K 0.01% 301

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
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
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Glassman Wealth Services's AMWL Position: Q1 2022 in Review

Glassman Wealth Services sold out of American Well (AMWL) in Q1 2022, closing a stake of 2 shares.

Glassman Wealth Services first reported a position in AMWL in Q3 2020 and held it in 6 quarters. The position peaked at $182K in Q1 2021. 176 funds tracked by Wall St. Rank hold AMWL as of Q1 2022.

  • Glassman Wealth Services reported no remaining American Well position as of Q1 2022 after selling out during the quarter.
  • Glassman Wealth Services sold 2 American Well shares in Q1 2022.
  • Glassman Wealth Services first reported a position in American Well in Q3 2020 and held it in 6 quarters.
  • Glassman Wealth Services's American Well position peaked at $182K in Q1 2021.
  • 176 funds tracked by Wall St. Rank held American Well as of Q1 2022.

Based on Glassman Wealth Services's 13F filing for Q1 2022, filed 14 Apr 2022.