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Sowell Financial Services’s American Well AMWL Stock Holding History

Sowell Financial Services’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
Q1 		– Sell
-15
Closed -$8K – 3093
2020
Q4 		$8K Hold
15
– – ﹤0.01% 2097
2020
Q3 		$9K Buy
+15
New +$7.92K ﹤0.01% 1826

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FI
Fosun International Hong Kong, China $446M AUM 13.33% 1-Year Est. Return
VIP
Vantage Investment Partners Kansas City, Missouri $1.45B AUM 18.96% 1-Year Est. Return
BG
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Goldman Sachs
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Sowell Financial Services's AMWL Position: Q1 2021 in Review

Sowell Financial Services sold out of American Well (AMWL) in Q1 2021, closing a stake of 15 shares — an estimated $8K sold.

Sowell Financial Services first reported a position in AMWL in Q3 2020 and held it in 2 quarters. The position peaked at $9K in Q3 2020. 173 funds tracked by Wall St. Rank hold AMWL as of Q1 2021.

  • Sowell Financial Services reported no remaining American Well position as of Q1 2021 after selling out during the quarter.
  • Sowell Financial Services sold 15 American Well shares in Q1 2021, an estimated $8K.
  • Sowell Financial Services first reported a position in American Well in Q3 2020 and held it in 2 quarters.
  • Sowell Financial Services's American Well position peaked at $9K in Q3 2020.
  • 173 funds tracked by Wall St. Rank held American Well as of Q1 2021.

Based on Sowell Financial Services's 13F filing for Q1 2021, filed 7 May 2021.