LC
AMWL icon

Lindbrook Capital’s American Well AMWL Stock Holding History

Lindbrook Capital’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
-11
Closed -$263 – 2693
2023
Q3 		$263 Sell
11
-129
-92% -$4.36K ﹤0.01% 2615
2023
Q2 		$5.88K Buy
140
+112
+400% +$4.94K ﹤0.01% 1728
2023
Q1 		$1.34K Buy
28
+19
+211% +$1.22K ﹤0.01% 2391
2022
Q4 		$532 Sell
9
-4
-31% -$288 ﹤0.01% 2585
2022
Q3 		$1K Sell
13
-27
-68% -$2.36K ﹤0.01% 2226
2022
Q2 		$3K Buy
40
+18
+82% +$1.34K ﹤0.01% 1738
2022
Q1 		$2K Buy
22
+13
+144% +$1.1K ﹤0.01% 1932
2021
Q4 		$1K Buy
+9
New +$1.37K ﹤0.01% 1872
2021
Q3 		– Sell
-1
Closed – – 1845
2021
Q2 		$0 Buy
+1
New +$288 ﹤0.01% 1904

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

Lindbrook Capital's AMWL Position: Q4 2023 in Review

Lindbrook Capital sold out of American Well (AMWL) in Q4 2023, closing a stake of 11 shares — an estimated $263 sold.

Lindbrook Capital first reported a position in AMWL in Q2 2021 and held it in 9 quarters. The position peaked at $5.88K in Q2 2023. 140 funds tracked by Wall St. Rank hold AMWL as of Q4 2023.

  • Lindbrook Capital reported no remaining American Well position as of Q4 2023 after selling out during the quarter.
  • Lindbrook Capital sold 11 American Well shares in Q4 2023, an estimated $263.
  • Lindbrook Capital first reported a position in American Well in Q2 2021 and held it in 9 quarters.
  • Lindbrook Capital's American Well position peaked at $5.88K in Q2 2023.
  • 140 funds tracked by Wall St. Rank held American Well as of Q4 2023.

Based on Lindbrook Capital's 13F filing for Q4 2023, filed 1 Feb 2024.