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Raymond James & Associates’s American Well AMWL Stock Holding History

Raymond James & Associates’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
2021
Q2 		– Sell
-586
Closed -$203K – 4091
2021
Q1 		$203K Sell
586
-226
-28% -$122K ﹤0.01% 3601
2020
Q4 		$411K Buy
812
+50
+7% +$29K ﹤0.01% 2944
2020
Q3 		$452K Buy
+762
New +$402K ﹤0.01% 2701

Other funds holding AMWL

Vanguard Group
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AIM
Alerce Investment Management Chicago, Illinois $56.8M AUM 31.17% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RP
Regal Partners Sydney, NSW, Australia $1.84B AUM 54.78% 1-Year Est. Return
BG
Bellevue Group Kuesnacht, Switzerland $4.2B AUM 54.85% 1-Year Est. Return

Raymond James & Associates's AMWL Position: Q2 2021 in Review

Raymond James & Associates sold out of American Well (AMWL) in Q2 2021, closing a stake of 586 shares — an estimated $203K sold.

Raymond James & Associates first reported a position in AMWL in Q3 2020 and held it in 3 quarters. The position peaked at $452K in Q3 2020. 177 funds tracked by Wall St. Rank hold AMWL as of Q2 2021.

  • Raymond James & Associates reported no remaining American Well position as of Q2 2021 after selling out during the quarter.
  • Raymond James & Associates sold 586 American Well shares in Q2 2021, an estimated $203K.
  • Raymond James & Associates first reported a position in American Well in Q3 2020 and held it in 3 quarters.
  • Raymond James & Associates's American Well position peaked at $452K in Q3 2020.
  • 177 funds tracked by Wall St. Rank held American Well as of Q2 2021.

Based on Raymond James & Associates's 13F filing for Q2 2021, filed 11 Aug 2021.