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Heritage Wealth Advisors’s American Well AMWL Stock Holding History

Heritage Wealth 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
2022
Q1 		– Sell
-220
Closed -$27K – 530
2021
Q4 		$27K Hold
220
– – ﹤0.01% 381
2021
Q3 		$40.1K Hold
220
– – ﹤0.01% 338
2021
Q2 		$55.4K Hold
220
– – ﹤0.01% 320
2021
Q1 		$76.4K Buy
+220
New +$119K ﹤0.01% 290

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

Heritage Wealth Advisors's AMWL Position: Q1 2022 in Review

Heritage Wealth Advisors sold out of American Well (AMWL) in Q1 2022, closing a stake of 220 shares — an estimated $27K sold.

Heritage Wealth Advisors first reported a position in AMWL in Q1 2021 and held it in 4 quarters. The position peaked at $76.4K in Q1 2021. 176 funds tracked by Wall St. Rank hold AMWL as of Q1 2022.

  • Heritage Wealth Advisors reported no remaining American Well position as of Q1 2022 after selling out during the quarter.
  • Heritage Wealth Advisors sold 220 American Well shares in Q1 2022, an estimated $27K.
  • Heritage Wealth Advisors first reported a position in American Well in Q1 2021 and held it in 4 quarters.
  • Heritage Wealth Advisors's American Well position peaked at $76.4K in Q1 2021.
  • 176 funds tracked by Wall St. Rank held American Well as of Q1 2022.

Based on Heritage Wealth Advisors's 13F filing for Q1 2022, filed 11 May 2022.