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RPg Family Wealth Advisory’s American Well AMWL Stock Holding History

RPg Family Wealth Advisory’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
Q4 		– Sell
-514
Closed -$12K – 106
2023
Q3 		$12K Hold
514
– – ﹤0.01% 108
2023
Q2 		$21.6K Buy
+514
New +$22.7K 0.01% 110

Other funds holding AMWL

SM
Senvest Management New York $3.01B AUM 35.7% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

RPg Family Wealth Advisory's AMWL Position: Q4 2023 in Review

RPg Family Wealth Advisory sold out of American Well (AMWL) in Q4 2023, closing a stake of 514 shares — an estimated $12K sold.

RPg Family Wealth Advisory first reported a position in AMWL in Q2 2023 and held it in 2 quarters. The position peaked at $21.6K in Q2 2023. 140 funds tracked by Wall St. Rank hold AMWL as of Q4 2023.

  • RPg Family Wealth Advisory reported no remaining American Well position as of Q4 2023 after selling out during the quarter.
  • RPg Family Wealth Advisory sold 514 American Well shares in Q4 2023, an estimated $12K.
  • RPg Family Wealth Advisory first reported a position in American Well in Q2 2023 and held it in 2 quarters.
  • RPg Family Wealth Advisory's American Well position peaked at $21.6K in Q2 2023.
  • 140 funds tracked by Wall St. Rank held American Well as of Q4 2023.

Based on RPg Family Wealth Advisory's 13F filing for Q4 2023, filed 23 Jan 2024.