Rockefeller Capital Management
AMWL icon

Rockefeller Capital Management’s American Well AMWL Stock Holding History

Rockefeller Capital Management’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
2023
Q1 		– Sell
-5
Closed – – 2057
2022
Q4 		$0 Buy
+5
New +$360 ﹤0.01% 3828
2022
Q3 		– Sell
-8
Closed – – 3858
2022
Q2 		$0 Hold
8
– – ﹤0.01% 4084
2022
Q1 		$0 Hold
8
– – ﹤0.01% 3852
2021
Q4 		$0 Hold
8
– – ﹤0.01% 3749
2021
Q3 		$1K Sell
8
-100
-93% -$21.7K ﹤0.01% 3531
2021
Q2 		$27K Hold
108
– – ﹤0.01% 2343
2021
Q1 		$37K Buy
108
+8
+8% +$4.34K ﹤0.01% 2013
2020
Q4 		$50K Buy
+100
New +$57.9K ﹤0.01% 1681

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SM
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CIA
Caledonia Investments (Australia) Sydney NSW, Australia $3.44B AUM 20.03% 1-Year Est. Return
AIM
Alerce Investment Management Chicago, Illinois $56.8M AUM 31.17% 1-Year Est. Return
State Street
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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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Rockefeller Capital Management's AMWL Position: Q1 2023 in Review

Rockefeller Capital Management sold out of American Well (AMWL) in Q1 2023, closing a stake of 5 shares.

Rockefeller Capital Management first reported a position in AMWL in Q4 2020 and held it in 8 quarters. The position peaked at $50K in Q4 2020. 153 funds tracked by Wall St. Rank hold AMWL as of Q1 2023.

  • Rockefeller Capital Management reported no remaining American Well position as of Q1 2023 after selling out during the quarter.
  • Rockefeller Capital Management sold 5 American Well shares in Q1 2023.
  • Rockefeller Capital Management first reported a position in American Well in Q4 2020 and held it in 8 quarters.
  • Rockefeller Capital Management's American Well position peaked at $50K in Q4 2020.
  • 153 funds tracked by Wall St. Rank held American Well as of Q1 2023.

Based on Rockefeller Capital Management's 13F filing for Q1 2023, filed 16 May 2023.