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Pinnacle Wealth Planning Services’s American Well AMWL Stock Holding History

Pinnacle Wealth Planning Services’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
Q1 		– Sell
-1,443
Closed -$81.6K – 478
2022
Q4 		$81.6K Sell
1,443
-6
-0.4% -$432 0.01% 409
2022
Q3 		$104K Sell
1,449
-176
-11% -$15.4K 0.02% 364
2022
Q2 		$140K Buy
+1,625
New +$121K 0.03% 367

Other funds holding AMWL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SM
Senvest Management New York $3.01B AUM 35.7% 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 $2.9T AUM 29.55% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Pinnacle Wealth Planning Services's AMWL Position: Q1 2023 in Review

Pinnacle Wealth Planning Services sold out of American Well (AMWL) in Q1 2023, closing a stake of 1,443 shares — an estimated $81.6K sold.

Pinnacle Wealth Planning Services first reported a position in AMWL in Q2 2022 and held it in 3 quarters. The position peaked at $140K in Q2 2022. 153 funds tracked by Wall St. Rank hold AMWL as of Q1 2023.

  • Pinnacle Wealth Planning Services reported no remaining American Well position as of Q1 2023 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 1,443 American Well shares in Q1 2023, an estimated $81.6K.
  • Pinnacle Wealth Planning Services first reported a position in American Well in Q2 2022 and held it in 3 quarters.
  • Pinnacle Wealth Planning Services's American Well position peaked at $140K in Q2 2022.
  • 153 funds tracked by Wall St. Rank held American Well as of Q1 2023.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2023, filed 3 May 2023.