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Pathstone Family Office’s American Well AMWL Stock Holding History

Pathstone Family Office’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
2023
Q3 		$47.3K Sell
2,022
-14
-0.7% -$473 ﹤0.01% 1628
2023
Q2 		$85.5K Buy
2,036
+14
+0.7% +$618 ﹤0.01% 1200
2023
Q1 		$95.4K Buy
+2,022
New +$130K ﹤0.01% 1136
2021
Q1 		– Hold
0
– – – 691
2020
Q4 		– Hold
0
– – – 1154

Other funds holding AMWL

SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
AIM
Alerce Investment Management Chicago, Illinois $56.8M AUM 31.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AF
Aldebaran Financial $105M AUM 19.84% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Pathstone Family Office's AMWL Position: Q3 2023 in Review

Pathstone Family Office reduced its American Well (AMWL) stake by 0.69% in Q3 2023, selling an estimated $473 and leaving 2,022 shares worth $47.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1628.

Pathstone Family Office first reported a position in AMWL in Q1 2023 and has held it in 3 quarters since. The position peaked at $95.4K in Q1 2023. 149 funds tracked by Wall St. Rank hold AMWL as of Q3 2023.

  • Pathstone Family Office held 2,022 shares of American Well worth $47.3K as of Q3 2023.
  • Pathstone Family Office sold 14 American Well shares in Q3 2023, an estimated $473.
  • American Well made up ﹤0.01% of Pathstone Family Office's portfolio in Q3 2023, its #1628 holding.
  • Pathstone Family Office first reported a position in American Well in Q1 2023 and has held it in 3 quarters since.
  • Pathstone Family Office's American Well position peaked at $95.4K in Q1 2023.
  • 149 funds tracked by Wall St. Rank held American Well as of Q3 2023.

Based on Pathstone Family Office's 13F filing for Q3 2023, filed 8 Nov 2023.