Principal Financial Group
AMWL icon

Principal Financial Group’s American Well AMWL Stock Holding History

Principal Financial Group’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 		– Sell
-1,463
Closed -$23.7K – 2369
2024
Q1 		$23.7K Sell
1,463
-106
-7% -$2.27K ﹤0.01% 2397
2023
Q4 		$46.7K Sell
1,569
-151
-9% -$3.71K ﹤0.01% 2335
2023
Q3 		$40.2K Buy
1,720
+418
+32% +$14.1K ﹤0.01% 2362
2023
Q2 		$54.7K Sell
1,302
-5
-0.4% -$221 ﹤0.01% 2351
2023
Q1 		$61.7K Buy
1,307
+561
+75% +$36K ﹤0.01% 2358
2022
Q4 		$42.2K Sell
746
-1,771
-70% -$128K ﹤0.01% 2375
2022
Q3 		$181K Buy
2,517
+625
+33% +$54.7K ﹤0.01% 2223
2022
Q2 		$164K Sell
1,892
-35
-2% -$2.61K ﹤0.01% 2326
2022
Q1 		$163K Sell
1,927
-132
-6% -$11.1K ﹤0.01% 2368
2021
Q4 		$248K Buy
2,059
+1,286
+166% +$196K ﹤0.01% 2301
2021
Q3 		$141K Sell
773
-350
-31% -$75.9K ﹤0.01% 2470
2021
Q2 		$283K Buy
+1,123
New +$324K ﹤0.01% 2379
2021
Q1 		– Sell
-1,990
Closed -$1.01M – 2480
2020
Q4 		$1.01M Sell
1,990
-10
-0.5% -$5.79K ﹤0.01% 1944
2020
Q3 		$1.19M Buy
+2,000
New +$1.06M ﹤0.01% 1834

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

Principal Financial Group's AMWL Position: Q2 2024 in Review

Principal Financial Group sold out of American Well (AMWL) in Q2 2024, closing a stake of 1,463 shares — an estimated $23.7K sold.

Principal Financial Group first reported a position in AMWL in Q3 2020 and held it in 14 quarters. The position peaked at $1.19M in Q3 2020. 109 funds tracked by Wall St. Rank hold AMWL as of Q2 2024.

  • Principal Financial Group reported no remaining American Well position as of Q2 2024 after selling out during the quarter.
  • Principal Financial Group sold 1,463 American Well shares in Q2 2024, an estimated $23.7K.
  • Principal Financial Group first reported a position in American Well in Q3 2020 and held it in 14 quarters.
  • Principal Financial Group's American Well position peaked at $1.19M in Q3 2020.
  • 109 funds tracked by Wall St. Rank held American Well as of Q2 2024.

Based on Principal Financial Group's 13F filing for Q2 2024, filed 29 Jul 2024.