Spire Wealth Management’s American Well AMWL Stock Holding History

Spire Wealth 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 Q2	–	Sell	-1,328	Closed	-$62.7K	–	2391
2023 Q1	$62.7K	Buy	+1,328	New	+$85.2K	﹤0.01%	1106
2022 Q3	–	Sell	-1,328	Closed	-$115K	–	2182
2022 Q2	$115K	Sell	1,328 -1,327	-50%	-$99K	﹤0.01%	986
2022 Q1	$224K	Hold	2,655	–	–	0.01%	840
2021 Q4	$321K	Hold	2,655	–	–	0.01%	877
2021 Q3	$484K	Hold	2,655	–	–	0.01%	598
2021 Q2	$668K	Buy	2,655 +1,759	+196%	+$507K	0.02%	530
2021 Q1	$311K	Buy	+896	New	+$486K	0.01%	845

Other funds holding AMWL

Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

AIM

Alerce Investment Management Chicago, Illinois $56.8M AUM 31.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Spire Wealth Management's AMWL Position: Q2 2023 in Review

Spire Wealth Management sold out of American Well (AMWL) in Q2 2023, closing a stake of 1,328 shares — an estimated $62.7K sold.

Spire Wealth Management first reported a position in AMWL in Q1 2021 and held it in 7 quarters. The position peaked at $668K in Q2 2021. 146 funds tracked by Wall St. Rank hold AMWL as of Q2 2023.

Spire Wealth Management reported no remaining American Well position as of Q2 2023 after selling out during the quarter.
Spire Wealth Management sold 1,328 American Well shares in Q2 2023, an estimated $62.7K.
Spire Wealth Management first reported a position in American Well in Q1 2021 and held it in 7 quarters.
Spire Wealth Management's American Well position peaked at $668K in Q2 2021.
146 funds tracked by Wall St. Rank held American Well as of Q2 2023.

Based on Spire Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.