LPL Financial
AMWL icon

LPL Financial’s American Well AMWL Stock Holding History

LPL Financial’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
2024
Q3 		– Sell
-545
Closed -$3.54K – 5166
2024
Q2 		$3.54K Buy
545
+37
+7% +$372 ﹤0.01% 5003
2024
Q1 		$8.23K Buy
508
+3
+0.6% +$64 ﹤0.01% 4891
2023
Q4 		$15.1K Sell
505
-282
-36% -$6.92K ﹤0.01% 4748
2023
Q3 		$18.4K Buy
787
+26
+3% +$878 ﹤0.01% 4608
2023
Q2 		$32K Buy
+761
New +$33.6K ﹤0.01% 4474
2021
Q3 		– Sell
-884
Closed -$222K – 4325
2021
Q2 		$222K Buy
884
+72
+9% +$20.8K ﹤0.01% 3832
2021
Q1 		$282K Buy
812
+409
+101% +$222K ﹤0.01% 3517
2020
Q4 		$204K Buy
+403
New +$233K ﹤0.01% 3506

Other funds holding AMWL

SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return
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
AIM
Alerce Investment Management Chicago, Illinois $56.8M AUM 31.17% 1-Year Est. Return
AF
Aldebaran Financial $105M AUM 19.84% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
KLP
Kent Lake PR Anasco, Puerto Rico $198M AUM 5.21% 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

LPL Financial's AMWL Position: Q3 2024 in Review

LPL Financial sold out of American Well (AMWL) in Q3 2024, closing a stake of 545 shares — an estimated $3.54K sold.

LPL Financial first reported a position in AMWL in Q4 2020 and held it in 8 quarters. The position peaked at $282K in Q1 2021. 65 funds tracked by Wall St. Rank hold AMWL as of Q3 2024.

  • LPL Financial reported no remaining American Well position as of Q3 2024 after selling out during the quarter.
  • LPL Financial sold 545 American Well shares in Q3 2024, an estimated $3.54K.
  • LPL Financial first reported a position in American Well in Q4 2020 and held it in 8 quarters.
  • LPL Financial's American Well position peaked at $282K in Q1 2021.
  • 65 funds tracked by Wall St. Rank held American Well as of Q3 2024.

Based on LPL Financial's 13F filing for Q3 2024, filed 8 Nov 2024.