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Private Advisor Group’s American Well AMWL Stock Holding History

Private Advisor 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
Q3 		– Sell
-747
Closed -$4.85K – 2424
2024
Q2 		$4.85K Hold
747
– – ﹤0.01% 2330
2024
Q1 		$12.1K Hold
747
– – ﹤0.01% 2279
2023
Q4 		$22.3K Buy
747
+93
+14% +$2.28K ﹤0.01% 2190
2023
Q3 		$15.3K Sell
654
-81
-11% -$2.74K ﹤0.01% 2139
2023
Q2 		$35.9K Sell
735
-12
-2% -$529 ﹤0.01% 1980
2023
Q1 		$35.3K Hold
747
– – ﹤0.01% 1916
2022
Q4 		$40.7K Sell
747
-970
-56% -$69.9K ﹤0.01% 948
2022
Q3 		$124K Buy
1,717
+2
+0.1% +$175 ﹤0.01% 1754
2022
Q2 		$148K Buy
1,715
+1
+0.1% +$75 ﹤0.01% 1898
2022
Q1 		$145K Sell
1,714
-345
-17% -$29.1K ﹤0.01% 1949
2021
Q4 		$249K Sell
2,059
-2,737
-57% -$417K ﹤0.01% 1826
2021
Q3 		$873K Buy
4,796
+2,704
+129% +$586K 0.01% 1270
2021
Q2 		$526K Buy
2,092
+916
+78% +$264K ﹤0.01% 1363
2021
Q1 		$409K Buy
1,176
+184
+19% +$99.7K ﹤0.01% 1406
2020
Q4 		$502K Buy
+992
New +$574K 0.01% 1210

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
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
AF
Aldebaran Financial $105M AUM 19.84% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
KLP
Kent Lake PR Anasco, Puerto Rico $198M AUM 5.21% 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

Private Advisor Group's AMWL Position: Q3 2024 in Review

Private Advisor Group sold out of American Well (AMWL) in Q3 2024, closing a stake of 747 shares — an estimated $4.85K sold.

Private Advisor Group first reported a position in AMWL in Q4 2020 and held it in 15 quarters. The position peaked at $873K in Q3 2021. 65 funds tracked by Wall St. Rank hold AMWL as of Q3 2024.

  • Private Advisor Group reported no remaining American Well position as of Q3 2024 after selling out during the quarter.
  • Private Advisor Group sold 747 American Well shares in Q3 2024, an estimated $4.85K.
  • Private Advisor Group first reported a position in American Well in Q4 2020 and held it in 15 quarters.
  • Private Advisor Group's American Well position peaked at $873K in Q3 2021.
  • 65 funds tracked by Wall St. Rank held American Well as of Q3 2024.

Based on Private Advisor Group's 13F filing for Q3 2024, filed 22 Oct 2024.