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Reilly Financial Advisors’s American Well AMWL Stock Holding History

Reilly Financial 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
2021
Q4 		$1K Buy
+5
New +$762 ﹤0.01% 1036
2021
Q3 		– Sell
-5
Closed -$1K – 917
2021
Q2 		$1K Hold
5
– – ﹤0.01% 946
2021
Q1 		$2K Buy
+5
New +$2.71K ﹤0.01% 900

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
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
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
EHI
Eagle Health Investments Greenwich, Connecticut $572M AUM 67.49% 1-Year Est. Return
II
Ibex Investors Denver, Colorado $152M AUM 19.17% 1-Year Est. Return

Reilly Financial Advisors's AMWL Position: Q4 2021 in Review

Reilly Financial Advisors opened a new position in American Well (AMWL) in Q4 2021: 5 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #1036 among its holdings. This is a return to the name: Reilly Financial Advisors previously reported a position in AMWL as recently as Q2 2021.

Reilly Financial Advisors first reported a position in AMWL in Q1 2021 and has held it in 3 quarters since. The position peaked at $2K in Q1 2021. 182 funds tracked by Wall St. Rank hold AMWL as of Q4 2021.

  • Reilly Financial Advisors held 5 shares of American Well worth $1K as of Q4 2021.
  • American Well was a new Reilly Financial Advisors position in Q4 2021.
  • American Well made up ﹤0.01% of Reilly Financial Advisors's portfolio in Q4 2021, its #1036 holding.
  • Reilly Financial Advisors first reported a position in American Well in Q1 2021 and has held it in 3 quarters since.
  • Reilly Financial Advisors's American Well position peaked at $2K in Q1 2021.
  • 182 funds tracked by Wall St. Rank held American Well as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.