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Regal Partners’s American Well AMWL Stock Holding History

Regal Partners’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
Q4 		– Sell
-26,390
Closed -$1.9M – 40
2022
Q3 		$1.9M Sell
26,390
-3,493
-12% -$306K 0.4% 26
2022
Q2 		$2.58M Sell
29,883
-4,361
-13% -$325K 0.44% 25
2022
Q1 		$2.88M Sell
34,244
-5,813
-15% -$491K 0.37% 17
2021
Q4 		$4.84M Sell
40,057
-71,694
-64% -$10.9M 0.58% 12
2021
Q3 		$20.4M Sell
111,751
-1,520
-1% -$330K 2.24% 10
2021
Q2 		$28.5M Buy
113,271
+60,346
+114% +$17.4M 2.26% 13
2021
Q1 		$18.4M Buy
+52,925
New +$28.7M 1.63% 11

Other funds holding AMWL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CIA
Caledonia Investments (Australia) Sydney NSW, Australia $3.44B AUM 20.03% 1-Year Est. Return
SM
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Regal Partners's AMWL Position: Q4 2022 in Review

Regal Partners sold out of American Well (AMWL) in Q4 2022, closing a stake of 26,390 shares — an estimated $1.9M sold.

Regal Partners first reported a position in AMWL in Q1 2021 and held it in 7 quarters. The position peaked at $28.5M in Q2 2021. 154 funds tracked by Wall St. Rank hold AMWL as of Q4 2022.

  • Regal Partners reported no remaining American Well position as of Q4 2022 after selling out during the quarter.
  • Regal Partners sold 26,390 American Well shares in Q4 2022, an estimated $1.9M.
  • Regal Partners first reported a position in American Well in Q1 2021 and held it in 7 quarters.
  • Regal Partners's American Well position peaked at $28.5M in Q2 2021.
  • 154 funds tracked by Wall St. Rank held American Well as of Q4 2022.

Based on Regal Partners's 13F filing for Q4 2022, filed 15 Feb 2023.