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Oak Thistle LLC’s American Well AMWL Stock Holding History

Oak Thistle LLC’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
Q2 		– Sell
-2,836
Closed -$46K – 300
2024
Q1 		$46K Buy
+2,836
New +$60.8K 0.04% 279
2023
Q4 		– Sell
-2,761
Closed -$64.6K – 435
2023
Q3 		$64.6K Buy
+2,761
New +$93.3K 0.02% 443

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
AF
Aldebaran Financial $105M AUM 19.84% 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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

Oak Thistle LLC's AMWL Position: Q2 2024 in Review

Oak Thistle LLC sold out of American Well (AMWL) in Q2 2024, closing a stake of 2,836 shares — an estimated $46K sold.

Oak Thistle LLC first reported a position in AMWL in Q3 2023 and held it in 2 quarters. The position peaked at $64.6K in Q3 2023. 109 funds tracked by Wall St. Rank hold AMWL as of Q2 2024.

  • Oak Thistle LLC reported no remaining American Well position as of Q2 2024 after selling out during the quarter.
  • Oak Thistle LLC sold 2,836 American Well shares in Q2 2024, an estimated $46K.
  • Oak Thistle LLC first reported a position in American Well in Q3 2023 and held it in 2 quarters.
  • Oak Thistle LLC's American Well position peaked at $64.6K in Q3 2023.
  • 109 funds tracked by Wall St. Rank held American Well as of Q2 2024.

Based on Oak Thistle LLC's 13F filing for Q2 2024, filed 6 Aug 2024.