Kestra Advisory Services’s American Well AMWL Stock Holding History

Kestra Advisory Services’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 Q3	–	Sell	-502	Closed	-$126K	–	2109
2021 Q2	$126K	Buy	+502	New	+$145K	﹤0.01%	1929
2021 Q1	–	Sell	-453	Closed	-$244K	–	1848
2020 Q4	$244K	Buy	+453	New	+$262K	﹤0.01%	1585

Other funds holding AMWL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Regal Partners Sydney, NSW, Australia $1.84B AUM 54.78% 1-Year Est. Return

Bellevue Group Kuesnacht, Switzerland $4.2B AUM 54.85% 1-Year Est. Return

Kestra Advisory Services's AMWL Position: Q3 2021 in Review

Kestra Advisory Services sold out of American Well (AMWL) in Q3 2021, closing a stake of 502 shares — an estimated $126K sold.

Kestra Advisory Services first reported a position in AMWL in Q4 2020 and held it in 2 quarters. The position peaked at $244K in Q4 2020. 173 funds tracked by Wall St. Rank hold AMWL as of Q3 2021.

Kestra Advisory Services reported no remaining American Well position as of Q3 2021 after selling out during the quarter.
Kestra Advisory Services sold 502 American Well shares in Q3 2021, an estimated $126K.
Kestra Advisory Services first reported a position in American Well in Q4 2020 and held it in 2 quarters.
Kestra Advisory Services's American Well position peaked at $244K in Q4 2020.
173 funds tracked by Wall St. Rank held American Well as of Q3 2021.

Based on Kestra Advisory Services's 13F filing for Q3 2021, filed 19 Oct 2021.