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Moneta Group Investment Advisors’s American Well AMWL Stock Holding History

Moneta Group Investment Advisors’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
-494
Closed -$64.3K – 648
2024
Q2 		$64.3K Buy
494
+156
+46% +$1.57K ﹤0.01% 598
2024
Q1 		$110K Sell
338
-6,427
-95% -$138K ﹤0.01% 584
2023
Q4 		$202K Hold
6,765
– – ﹤0.01% 531
2023
Q3 		$158K Hold
6,765
– – ﹤0.01% 500
2023
Q2 		$284K Hold
6,765
– – 0.01% 434
2023
Q1 		$319K Buy
6,765
+6,266
+1,256% +$402K 0.01% 402
2022
Q4 		$39.6K Buy
+499
New +$36K ﹤0.01% 449

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

Moneta Group Investment Advisors's AMWL Position: Q3 2024 in Review

Moneta Group Investment Advisors sold out of American Well (AMWL) in Q3 2024, closing a stake of 494 shares — an estimated $64.3K sold.

Moneta Group Investment Advisors first reported a position in AMWL in Q4 2022 and held it in 7 quarters. The position peaked at $319K in Q1 2023. 65 funds tracked by Wall St. Rank hold AMWL as of Q3 2024.

  • Moneta Group Investment Advisors reported no remaining American Well position as of Q3 2024 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 494 American Well shares in Q3 2024, an estimated $64.3K.
  • Moneta Group Investment Advisors first reported a position in American Well in Q4 2022 and held it in 7 quarters.
  • Moneta Group Investment Advisors's American Well position peaked at $319K in Q1 2023.
  • 65 funds tracked by Wall St. Rank held American Well as of Q3 2024.

Based on Moneta Group Investment Advisors's 13F filing for Q3 2024, filed 12 Nov 2024.