R Squared’s American Well AMWL Stock Holding History

R Squared’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
2025 Q1	–	Sell	-470	Closed	-$3.41K	–	353
2024 Q4	$3.41K	Buy	+470	New	+$4.26K	﹤0.01%	1389

Other funds holding AMWL

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

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

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

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

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

RPA

Rock Point Advisors Burlington, Vermont $370M AUM 23.84% 1-Year Est. Return

R Squared's AMWL Position: Q1 2025 in Review

R Squared sold out of American Well (AMWL) in Q1 2025, closing a stake of 470 shares — an estimated $3.41K sold.

R Squared first reported a position in AMWL in Q4 2024 and held it in 1 quarter. The position peaked at $3.41K in Q4 2024. 64 funds tracked by Wall St. Rank hold AMWL as of Q1 2025.

R Squared reported no remaining American Well position as of Q1 2025 after selling out during the quarter.
R Squared sold 470 American Well shares in Q1 2025, an estimated $3.41K.
R Squared first reported a position in American Well in Q4 2024 and held it in 1 quarter.
R Squared's American Well position peaked at $3.41K in Q4 2024.
64 funds tracked by Wall St. Rank held American Well as of Q1 2025.

Based on R Squared's 13F filing for Q1 2025, filed 9 May 2025.