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Laird Norton Wetherby Wealth Management’s American Well AMWL Stock Holding History

Laird Norton Wetherby 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
2023
Q4 		– Sell
-587
Closed -$13.7K – 926
2023
Q3 		$13.7K Buy
+587
New +$19.8K ﹤0.01% 908

Other funds holding AMWL

SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return
BlackRock
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AIM
Alerce Investment Management Chicago, Illinois $56.8M AUM 31.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Laird Norton Wetherby Wealth Management's AMWL Position: Q4 2023 in Review

Laird Norton Wetherby Wealth Management sold out of American Well (AMWL) in Q4 2023, closing a stake of 587 shares — an estimated $13.7K sold.

Laird Norton Wetherby Wealth Management first reported a position in AMWL in Q3 2023 and held it in 1 quarter. The position peaked at $13.7K in Q3 2023. 140 funds tracked by Wall St. Rank hold AMWL as of Q4 2023.

  • Laird Norton Wetherby Wealth Management reported no remaining American Well position as of Q4 2023 after selling out during the quarter.
  • Laird Norton Wetherby Wealth Management sold 587 American Well shares in Q4 2023, an estimated $13.7K.
  • Laird Norton Wetherby Wealth Management first reported a position in American Well in Q3 2023 and held it in 1 quarter.
  • Laird Norton Wetherby Wealth Management's American Well position peaked at $13.7K in Q3 2023.
  • 140 funds tracked by Wall St. Rank held American Well as of Q4 2023.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q4 2023, filed 14 Feb 2024.