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Pathway Financial Advisors’s American Well AMWL Stock Holding History

Pathway Financial Advisors’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
Q4 		– Sell
-1,314
Closed -$30.7K – 162
2023
Q3 		$30.7K Hold
1,314
– – 0.01% 136
2023
Q2 		$55.2K Hold
1,314
– – 0.02% 134
2023
Q1 		$62K Hold
1,314
– – 0.02% 131
2022
Q4 		$74.4K Hold
1,314
– – 0.02% 125
2022
Q3 		$94K Hold
1,314
– – 0.03% 127
2022
Q2 		$114K Hold
1,314
– – 0.05% 128
2022
Q1 		$111K Buy
+1,314
New +$111K 0.04% 140

Other funds holding AMWL

SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CIA
Caledonia Investments (Australia) Sydney NSW, Australia $3.44B AUM 20.03% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Pathway Financial Advisors's AMWL Position: Q4 2023 in Review

Pathway Financial Advisors sold out of American Well (AMWL) in Q4 2023, closing a stake of 1,314 shares — an estimated $30.7K sold.

Pathway Financial Advisors first reported a position in AMWL in Q1 2022 and held it in 7 quarters. The position peaked at $114K in Q2 2022. 140 funds tracked by Wall St. Rank hold AMWL as of Q4 2023.

  • Pathway Financial Advisors reported no remaining American Well position as of Q4 2023 after selling out during the quarter.
  • Pathway Financial Advisors sold 1,314 American Well shares in Q4 2023, an estimated $30.7K.
  • Pathway Financial Advisors first reported a position in American Well in Q1 2022 and held it in 7 quarters.
  • Pathway Financial Advisors's American Well position peaked at $114K in Q2 2022.
  • 140 funds tracked by Wall St. Rank held American Well as of Q4 2023.

Based on Pathway Financial Advisors's 13F filing for Q4 2023, filed 1 Feb 2024.