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Oxford Financial Group’s American Well AMWL Stock Holding History

Oxford 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
2022
Q3 		– Sell
-27,185
Closed -$2.35M – 241
2022
Q2 		$2.35M Hold
27,185
– – 0.35% 35
2022
Q1 		$2.29M Buy
27,185
+15,522
+133% +$1.31M 0.29% 35
2021
Q4 		$1.41M Buy
+11,663
New +$1.78M 0.16% 60

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CIA
Caledonia Investments (Australia) Sydney NSW, Australia $3.44B AUM 20.03% 1-Year Est. Return
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return
AIM
Alerce Investment Management Chicago, Illinois $56.8M AUM 31.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Oxford Financial Group's AMWL Position: Q3 2022 in Review

Oxford Financial Group sold out of American Well (AMWL) in Q3 2022, closing a stake of 27,185 shares — an estimated $2.35M sold.

Oxford Financial Group first reported a position in AMWL in Q4 2021 and held it in 3 quarters. The position peaked at $2.35M in Q2 2022. 158 funds tracked by Wall St. Rank hold AMWL as of Q3 2022.

  • Oxford Financial Group reported no remaining American Well position as of Q3 2022 after selling out during the quarter.
  • Oxford Financial Group sold 27,185 American Well shares in Q3 2022, an estimated $2.35M.
  • Oxford Financial Group first reported a position in American Well in Q4 2021 and held it in 3 quarters.
  • Oxford Financial Group's American Well position peaked at $2.35M in Q2 2022.
  • 158 funds tracked by Wall St. Rank held American Well as of Q3 2022.

Based on Oxford Financial Group's 13F filing for Q3 2022, filed 2 Nov 2022.