Newbridge Financial Services Group’s American Well AMWL Stock Holding History

Newbridge Financial Services Group’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	-29	Closed	-$673	–	1142
2023 Q3	$673	Hold	29	–	–	﹤0.01%	1183
2023 Q2	$1.21K	Sell	29 -475	-94%	-$21K	﹤0.01%	1193
2023 Q1	$23.8K	Hold	504	–	–	0.01%	660
2022 Q4	$28.5K	Hold	504	–	–	0.02%	610
2022 Q3	$36K	Sell	504 -34	-6%	-$2.98K	0.02%	531
2022 Q2	$46K	Sell	538 -75	-12%	-$5.6K	0.03%	415
2022 Q1	$52K	Hold	613	–	–	0.03%	467
2021 Q4	$74K	Buy	613 +384	+168%	+$58.5K	0.03%	367
2021 Q3	$42K	Sell	229 -7	-3%	-$1.52K	0.03%	460
2021 Q2	$59K	Buy	236 +82	+53%	+$23.6K	0.04%	387
2021 Q1	$53K	Hold	154	–	–	0.04%	380
2020 Q4	$78K	Buy	+154	New	+$89.2K	0.06%	250

Other funds holding AMWL

Senvest Management New York $3.01B AUM 35.7% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Newbridge Financial Services Group's AMWL Position: Q4 2023 in Review

Newbridge Financial Services Group sold out of American Well (AMWL) in Q4 2023, closing a stake of 29 shares — an estimated $673 sold.

Newbridge Financial Services Group first reported a position in AMWL in Q4 2020 and held it in 12 quarters. The position peaked at $78K in Q4 2020. 140 funds tracked by Wall St. Rank hold AMWL as of Q4 2023.

Newbridge Financial Services Group reported no remaining American Well position as of Q4 2023 after selling out during the quarter.
Newbridge Financial Services Group sold 29 American Well shares in Q4 2023, an estimated $673.
Newbridge Financial Services Group first reported a position in American Well in Q4 2020 and held it in 12 quarters.
Newbridge Financial Services Group's American Well position peaked at $78K in Q4 2020.
140 funds tracked by Wall St. Rank held American Well as of Q4 2023.

Based on Newbridge Financial Services Group's 13F filing for Q4 2023, filed 28 Mar 2024.