PA
AMWL icon

Perennial Advisors’s American Well AMWL Stock Holding History

Perennial 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
2024
Q2 		$3.25K Hold
500
– – ﹤0.01% 112
2024
Q1 		$8.11K Buy
+500
New +$10.7K ﹤0.01% 111
2023
Q4 		– Sell
-500
Closed -$11.7K – 117
2023
Q3 		$11.7K Hold
500
– – ﹤0.01% 108
2023
Q2 		$21K Hold
500
– – 0.01% 116
2023
Q1 		$23.6K Buy
+500
New +$32.1K 0.01% 111

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
AF
Aldebaran Financial $105M AUM 19.84% 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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

Perennial Advisors's AMWL Position: Q2 2024 in Review

Perennial Advisors held its American Well (AMWL) position steady in Q2 2024 at 500 shares worth $3.25K. The position accounts for ﹤0.01% of the portfolio, ranked #112.

Perennial Advisors first reported a position in AMWL in Q1 2023 and has held it in 5 quarters since. The position peaked at $23.6K in Q1 2023. 109 funds tracked by Wall St. Rank hold AMWL as of Q2 2024.

  • Perennial Advisors held 500 shares of American Well worth $3.25K as of Q2 2024.
  • Perennial Advisors left its American Well share count unchanged in Q2 2024.
  • American Well made up ﹤0.01% of Perennial Advisors's portfolio in Q2 2024, its #112 holding.
  • Perennial Advisors first reported a position in American Well in Q1 2023 and has held it in 5 quarters since.
  • Perennial Advisors's American Well position peaked at $23.6K in Q1 2023.
  • 109 funds tracked by Wall St. Rank held American Well as of Q2 2024.

Based on Perennial Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.