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Paloma Partners’s American Well AMWL Stock Holding History

Paloma Partners’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
Q3 		– Sell
-3,270
Closed -$21.2K – 1141
2024
Q2 		$21.2K Buy
+3,270
New +$32.9K ﹤0.01% 1179
2022
Q2 		– Sell
-5,917
Closed -$498K – 1097
2022
Q1 		$498K Sell
5,917
-2,182
-27% -$184K 0.01% 757
2021
Q4 		$978K Buy
8,099
+4,940
+156% +$753K 0.01% 733
2021
Q3 		$575K Buy
3,159
+2,378
+304% +$516K 0.01% 504
2021
Q2 		$197K Buy
+781
New +$225K ﹤0.01% 1553

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
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
AF
Aldebaran Financial $105M AUM 19.84% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
KLP
Kent Lake PR Anasco, Puerto Rico $198M AUM 5.21% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Paloma Partners's AMWL Position: Q3 2024 in Review

Paloma Partners sold out of American Well (AMWL) in Q3 2024, closing a stake of 3,270 shares — an estimated $21.2K sold.

Paloma Partners first reported a position in AMWL in Q2 2021 and held it in 5 quarters. The position peaked at $978K in Q4 2021. 65 funds tracked by Wall St. Rank hold AMWL as of Q3 2024.

  • Paloma Partners reported no remaining American Well position as of Q3 2024 after selling out during the quarter.
  • Paloma Partners sold 3,270 American Well shares in Q3 2024, an estimated $21.2K.
  • Paloma Partners first reported a position in American Well in Q2 2021 and held it in 5 quarters.
  • Paloma Partners's American Well position peaked at $978K in Q4 2021.
  • 65 funds tracked by Wall St. Rank held American Well as of Q3 2024.

Based on Paloma Partners's 13F filing for Q3 2024, filed 14 Nov 2024.