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Global Retirement Partners’s American Well AMWL Stock Holding History

Global Retirement Partners’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
Q3 		– Sell
-16
Closed -$659 – 3251
2023
Q2 		$659 Hold
16
– – ﹤0.01% 2885
2023
Q1 		$666 Sell
16
-6,014
-100% -$386K ﹤0.01% 2845
2022
Q4 		$341K Buy
+6,030
New +$435K 0.02% 446

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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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AF
Aldebaran Financial $105M AUM 19.84% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Global Retirement Partners's AMWL Position: Q3 2023 in Review

Global Retirement Partners sold out of American Well (AMWL) in Q3 2023, closing a stake of 16 shares — an estimated $659 sold.

Global Retirement Partners first reported a position in AMWL in Q4 2022 and held it in 3 quarters. The position peaked at $341K in Q4 2022. 149 funds tracked by Wall St. Rank hold AMWL as of Q3 2023.

  • Global Retirement Partners reported no remaining American Well position as of Q3 2023 after selling out during the quarter.
  • Global Retirement Partners sold 16 American Well shares in Q3 2023, an estimated $659.
  • Global Retirement Partners first reported a position in American Well in Q4 2022 and held it in 3 quarters.
  • Global Retirement Partners's American Well position peaked at $341K in Q4 2022.
  • 149 funds tracked by Wall St. Rank held American Well as of Q3 2023.

Based on Global Retirement Partners's 13F filing for Q3 2023, filed 13 Oct 2023.