Private Ocean’s American Well AMWL Stock Holding History

Private Ocean’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
2022 Q1	–	Sell	-13	Closed	-$2K	–	601
2021 Q4	$2K	Buy	+13	New	+$1.98K	﹤0.01%	511

Other funds holding AMWL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

CIA

Caledonia Investments (Australia) Sydney NSW, Australia $3.44B AUM 20.03% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return

AIM

Alerce Investment Management Chicago, Illinois $56.8M AUM 31.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

EHI

Eagle Health Investments Greenwich, Connecticut $572M AUM 67.49% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Private Ocean's AMWL Position: Q1 2022 in Review

Private Ocean sold out of American Well (AMWL) in Q1 2022, closing a stake of 13 shares — an estimated $2K sold.

Private Ocean first reported a position in AMWL in Q4 2021 and held it in 1 quarter. The position peaked at $2K in Q4 2021. 176 funds tracked by Wall St. Rank hold AMWL as of Q1 2022.

Private Ocean reported no remaining American Well position as of Q1 2022 after selling out during the quarter.
Private Ocean sold 13 American Well shares in Q1 2022, an estimated $2K.
Private Ocean first reported a position in American Well in Q4 2021 and held it in 1 quarter.
Private Ocean's American Well position peaked at $2K in Q4 2021.
176 funds tracked by Wall St. Rank held American Well as of Q1 2022.

Based on Private Ocean's 13F filing for Q1 2022, filed 25 Apr 2022.