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Iron Horse Wealth Management’s American Well AMWL Stock Holding History

Iron Horse 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
2025
Q1 		– Sell
-6
Closed -$44 – 601
2024
Q4 		$44 Hold
6
– – ﹤0.01% 500
2024
Q3 		$57 Buy
+6
New +$51 ﹤0.01% 496

Other funds holding AMWL

SM
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CIA
Caledonia Investments (Australia) Sydney NSW, Australia $3.44B AUM 20.03% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RPA
Rock Point Advisors Burlington, Vermont $370M AUM 23.84% 1-Year Est. Return

Iron Horse Wealth Management's AMWL Position: Q1 2025 in Review

Iron Horse Wealth Management sold out of American Well (AMWL) in Q1 2025, closing a stake of 6 shares — an estimated $44 sold.

Iron Horse Wealth Management first reported a position in AMWL in Q3 2024 and held it in 2 quarters. The position peaked at $57 in Q3 2024. 64 funds tracked by Wall St. Rank hold AMWL as of Q1 2025.

  • Iron Horse Wealth Management reported no remaining American Well position as of Q1 2025 after selling out during the quarter.
  • Iron Horse Wealth Management sold 6 American Well shares in Q1 2025, an estimated $44.
  • Iron Horse Wealth Management first reported a position in American Well in Q3 2024 and held it in 2 quarters.
  • Iron Horse Wealth Management's American Well position peaked at $57 in Q3 2024.
  • 64 funds tracked by Wall St. Rank held American Well as of Q1 2025.

Based on Iron Horse Wealth Management's 13F filing for Q1 2025, filed 1 May 2025.