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Next Financial Group’s American Well AMWL Stock Holding History

Next Financial 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
2021
Q4 		$11K Sell
95
-381
-80% -$58.1K ﹤0.01% 2133
2021
Q3 		$87K Buy
476
+37
+8% +$8.03K 0.01% 1174
2021
Q2 		$111K Buy
439
+101
+30% +$29.1K 0.01% 1069
2021
Q1 		$117K Buy
338
+60
+22% +$32.5K 0.01% 958
2020
Q4 		$141K Buy
278
+228
+456% +$132K 0.01% 846
2020
Q3 		$30K Buy
+50
New +$26.4K ﹤0.01% 1266

Other funds holding AMWL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CIA
Caledonia Investments (Australia) Sydney NSW, Australia $3.44B AUM 20.03% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AIM
Alerce Investment Management Chicago, Illinois $56.8M AUM 31.17% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
EHI
Eagle Health Investments Greenwich, Connecticut $572M AUM 67.49% 1-Year Est. Return
II
Ibex Investors Denver, Colorado $152M AUM 19.17% 1-Year Est. Return

Next Financial Group's AMWL Position: Q4 2021 in Review

Next Financial Group reduced its American Well (AMWL) stake by 80% in Q4 2021, selling an estimated $58.1K and leaving 95 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #2133.

Next Financial Group first reported a position in AMWL in Q3 2020 and has held it in 6 quarters since. The position peaked at $141K in Q4 2020. 182 funds tracked by Wall St. Rank hold AMWL as of Q4 2021.

  • Next Financial Group held 95 shares of American Well worth $11K as of Q4 2021.
  • Next Financial Group sold 381 American Well shares in Q4 2021, an estimated $58.1K.
  • American Well made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2133 holding.
  • Next Financial Group first reported a position in American Well in Q3 2020 and has held it in 6 quarters since.
  • Next Financial Group's American Well position peaked at $141K in Q4 2020.
  • 182 funds tracked by Wall St. Rank held American Well as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.