HWM
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HighMark Wealth Management’s American Well AMWL Stock Holding History

HighMark Wealth Management’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
2020
Q4 		– Sell
-35
Closed -$21K – 444
2020
Q3 		$21K Buy
+35
New +$18.5K 0.02% 162

Other funds holding AMWL

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BM
Bridger Management New York $128M AUM 9.54% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
SHI
SV Health Investors Boston, Massachusetts $32.3M AUM 20.15% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

HighMark Wealth Management's AMWL Position: Q4 2020 in Review

HighMark Wealth Management sold out of American Well (AMWL) in Q4 2020, closing a stake of 35 shares — an estimated $21K sold.

HighMark Wealth Management first reported a position in AMWL in Q3 2020 and held it in 1 quarter. The position peaked at $21K in Q3 2020. 146 funds tracked by Wall St. Rank hold AMWL as of Q4 2020.

  • HighMark Wealth Management reported no remaining American Well position as of Q4 2020 after selling out during the quarter.
  • HighMark Wealth Management sold 35 American Well shares in Q4 2020, an estimated $21K.
  • HighMark Wealth Management first reported a position in American Well in Q3 2020 and held it in 1 quarter.
  • HighMark Wealth Management's American Well position peaked at $21K in Q3 2020.
  • 146 funds tracked by Wall St. Rank held American Well as of Q4 2020.

Based on HighMark Wealth Management's 13F filing for Q4 2020, filed 27 Jan 2021.