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Raymond James Financial Services Advisors’s American Well AMWL Stock Holding History

Raymond James Financial Services Advisors’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
-936
Closed -$6.08K – 3445
2024
Q2 		$6.08K Sell
936
-3
-0.3% -$30 ﹤0.01% 3385
2024
Q1 		$15.2K Hold
939
– – ﹤0.01% 3354
2023
Q4 		$28K Hold
939
– – ﹤0.01% 3218
2023
Q3 		$22K Sell
939
-82
-8% -$2.77K ﹤0.01% 3188
2023
Q2 		$42.9K Hold
1,021
– – ﹤0.01% 3139
2023
Q1 		$48.2K Sell
1,021
-97
-9% -$6.22K ﹤0.01% 3129
2022
Q4 		$63.3K Sell
1,118
-145
-11% -$10.4K ﹤0.01% 3062
2022
Q3 		$91K Sell
1,263
-41
-3% -$3.59K ﹤0.01% 3007
2022
Q2 		$113K Buy
1,304
+454
+53% +$33.9K ﹤0.01% 2994
2022
Q1 		$72K Hold
850
– – ﹤0.01% 3150
2021
Q4 		$103K Buy
850
+47
+6% +$7.17K ﹤0.01% 3117
2021
Q3 		$146K Buy
803
+191
+31% +$41.4K ﹤0.01% 3062
2021
Q2 		$154K Buy
612
+89
+17% +$25.7K ﹤0.01% 3070
2021
Q1 		$182K Buy
+523
New +$283K ﹤0.01% 2930

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 $6.73T AUM 46.02% 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

Raymond James Financial Services Advisors's AMWL Position: Q3 2024 in Review

Raymond James Financial Services Advisors sold out of American Well (AMWL) in Q3 2024, closing a stake of 936 shares — an estimated $6.08K sold.

Raymond James Financial Services Advisors first reported a position in AMWL in Q1 2021 and held it in 14 quarters. The position peaked at $182K in Q1 2021. 65 funds tracked by Wall St. Rank hold AMWL as of Q3 2024.

  • Raymond James Financial Services Advisors reported no remaining American Well position as of Q3 2024 after selling out during the quarter.
  • Raymond James Financial Services Advisors sold 936 American Well shares in Q3 2024, an estimated $6.08K.
  • Raymond James Financial Services Advisors first reported a position in American Well in Q1 2021 and held it in 14 quarters.
  • Raymond James Financial Services Advisors's American Well position peaked at $182K in Q1 2021.
  • 65 funds tracked by Wall St. Rank held American Well as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.