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Oppenheimer & Co’s American Well AMWL Stock Holding History

Oppenheimer & Co’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 		– Sell
-1,252
Closed -$228K – 1487
2021
Q3 		$228K Hold
1,252
– – ﹤0.01% 1336
2021
Q2 		$315K Sell
1,252
-92
-7% -$26.5K 0.01% 1213
2021
Q1 		$466K Buy
1,344
+129
+11% +$69.9K 0.01% 988
2020
Q4 		$615K Buy
+1,215
New +$704K 0.01% 813

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

Oppenheimer & Co's AMWL Position: Q4 2021 in Review

Oppenheimer & Co sold out of American Well (AMWL) in Q4 2021, closing a stake of 1,252 shares — an estimated $228K sold.

Oppenheimer & Co first reported a position in AMWL in Q4 2020 and held it in 4 quarters. The position peaked at $615K in Q4 2020. 182 funds tracked by Wall St. Rank hold AMWL as of Q4 2021.

  • Oppenheimer & Co reported no remaining American Well position as of Q4 2021 after selling out during the quarter.
  • Oppenheimer & Co sold 1,252 American Well shares in Q4 2021, an estimated $228K.
  • Oppenheimer & Co first reported a position in American Well in Q4 2020 and held it in 4 quarters.
  • Oppenheimer & Co's American Well position peaked at $615K in Q4 2020.
  • 182 funds tracked by Wall St. Rank held American Well as of Q4 2021.

Based on Oppenheimer & Co's 13F filing for Q4 2021, filed 2 Feb 2022.