IAM
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Ion Asset Management’s American Well AMWL Stock Holding History

Ion 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
2021
Q1 		– Sell
-23,500
Closed -$11.9M – 46
2020
Q4 		$11.9M Hold
23,500
– – 1.36% 13
2020
Q3 		$13.9M Buy
+23,500
New +$12.4M 2.08% 10

Other funds holding AMWL

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 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
FI
Fosun International Hong Kong, China $399M AUM 16.11% 1-Year Est. Return
VIP
Vantage Investment Partners Kansas City, Missouri $1.45B AUM 18.96% 1-Year Est. Return
BG
Bellevue Group Kuesnacht, Switzerland $4.2B AUM 54.85% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Ion Asset Management's AMWL Position: Q1 2021 in Review

Ion Asset Management sold out of American Well (AMWL) in Q1 2021, closing a stake of 23,500 shares — an estimated $11.9M sold.

Ion Asset Management first reported a position in AMWL in Q3 2020 and held it in 2 quarters. The position peaked at $13.9M in Q3 2020. 172 funds tracked by Wall St. Rank hold AMWL as of Q1 2021.

  • Ion Asset Management reported no remaining American Well position as of Q1 2021 after selling out during the quarter.
  • Ion Asset Management sold 23,500 American Well shares in Q1 2021, an estimated $11.9M.
  • Ion Asset Management first reported a position in American Well in Q3 2020 and held it in 2 quarters.
  • Ion Asset Management's American Well position peaked at $13.9M in Q3 2020.
  • 172 funds tracked by Wall St. Rank held American Well as of Q1 2021.

Based on Ion Asset Management's 13F filing for Q1 2021, filed 17 May 2021.