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Phoenix Financial’s American Well AMWL Stock Holding History

Phoenix Financial’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
Q1 		– Sell
-69,625
Closed -$2.34M – 428
2023
Q4 		$2.34M Hold
69,625
– – 0.04% 176
2023
Q3 		$1.63M Hold
69,625
– – 0.03% 200
2023
Q2 		$2.92M Sell
69,625
-2,375
-3% -$105K 0.06% 127
2023
Q1 		$3.4M Hold
72,000
– – 0.08% 112
2022
Q4 		$4.08M Hold
72,000
– – 0.08% 95
2022
Q3 		$5.27M Sell
72,000
-1,416
-2% -$124K 0.12% 93
2022
Q2 		$6.35M Sell
73,416
-11,922
-14% -$890K 0.13% 96
2022
Q1 		$7.19M Buy
85,338
+22,459
+36% +$1.9M 0.12% 116
2021
Q4 		$7.57M Buy
62,879
+29,523
+89% +$4.5M 0.12% 110
2021
Q3 		$6.07M Buy
33,356
+4,855
+17% +$1.05M 0.11% 119
2021
Q2 		$7.18M Buy
28,501
+1,719
+6% +$496K 0.14% 125
2021
Q1 		$9.3M Sell
26,782
-2,993
-10% -$1.62M 0.21% 113
2020
Q4 		$15.1M Buy
29,775
+5,775
+24% +$3.34M 0.4% 84
2020
Q3 		$13.4M Buy
+24,000
New +$12.7M 0.56% 68

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
AF
Aldebaran Financial $105M AUM 19.84% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Phoenix Financial's AMWL Position: Q1 2024 in Review

Phoenix Financial sold out of American Well (AMWL) in Q1 2024, closing a stake of 69,625 shares — an estimated $2.34M sold.

Phoenix Financial first reported a position in AMWL in Q3 2020 and held it in 14 quarters. The position peaked at $15.1M in Q4 2020. 132 funds tracked by Wall St. Rank hold AMWL as of Q1 2024.

  • Phoenix Financial reported no remaining American Well position as of Q1 2024 after selling out during the quarter.
  • Phoenix Financial sold 69,625 American Well shares in Q1 2024, an estimated $2.34M.
  • Phoenix Financial first reported a position in American Well in Q3 2020 and held it in 14 quarters.
  • Phoenix Financial's American Well position peaked at $15.1M in Q4 2020.
  • 132 funds tracked by Wall St. Rank held American Well as of Q1 2024.

Based on Phoenix Financial's 13F filing for Q1 2024, filed 15 May 2024.