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Sound Income Strategies’s American Well AMWL Stock Holding History

Sound Income Strategies’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
2020
Q4 		– Sell
-10
Closed -$6K – 868
2020
Q3 		$6K Buy
+10
New +$5.28K ﹤0.01% 499

Other funds holding AMWL

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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
BM
Bridger Management New York $128M AUM 9.54% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
SHI
SV Health Investors Boston, Massachusetts $32.3M AUM 20.15% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Sound Income Strategies's AMWL Position: Q4 2020 in Review

Sound Income Strategies sold out of American Well (AMWL) in Q4 2020, closing a stake of 10 shares — an estimated $6K sold.

Sound Income Strategies first reported a position in AMWL in Q3 2020 and held it in 1 quarter. The position peaked at $6K in Q3 2020. 146 funds tracked by Wall St. Rank hold AMWL as of Q4 2020.

  • Sound Income Strategies reported no remaining American Well position as of Q4 2020 after selling out during the quarter.
  • Sound Income Strategies sold 10 American Well shares in Q4 2020, an estimated $6K.
  • Sound Income Strategies first reported a position in American Well in Q3 2020 and held it in 1 quarter.
  • Sound Income Strategies's American Well position peaked at $6K in Q3 2020.
  • 146 funds tracked by Wall St. Rank held American Well as of Q4 2020.

Based on Sound Income Strategies's 13F filing for Q4 2020, filed 11 Jan 2021.