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Institutional & Family Asset Management’s American Well AMWL Stock Holding History

Institutional & Family Asset 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
-1
Closed -$1K – 864
2020
Q3 		$1K Buy
+1
New +$528 ﹤0.01% 761

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

Institutional & Family Asset Management's AMWL Position: Q4 2020 in Review

Institutional & Family Asset Management sold out of American Well (AMWL) in Q4 2020, closing a stake of 1 share — an estimated $1K sold.

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

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

Based on Institutional & Family Asset Management's 13F filing for Q4 2020, filed 3 Feb 2021.