Stifel Financial
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Stifel Financial’s American Well AMWL Stock Holding History

Stifel Financial’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
-2,362
Closed -$111K – 3320
2023
Q1 		$111K Sell
2,362
-7
-0.3% -$449 ﹤0.01% 3166
2022
Q4 		$134K Buy
2,369
+7
+0.3% +$504 ﹤0.01% 3085
2022
Q3 		$170K Buy
2,362
+784
+50% +$68.6K ﹤0.01% 2995
2022
Q2 		$136K Hold
1,578
– – ﹤0.01% 3104
2022
Q1 		$133K Sell
1,578
-6
-0.4% -$506 ﹤0.01% 3217
2021
Q4 		$191K Buy
+1,584
New +$241K ﹤0.01% 3166
2021
Q2 		– Sell
-7,927
Closed -$2.75M – 3312
2021
Q1 		$2.75M Buy
7,927
+2,004
+34% +$1.09M ﹤0.01% 1321
2020
Q4 		$3M Buy
+5,923
New +$3.43M 0.01% 1141

Other funds holding AMWL

SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
AIM
Alerce Investment Management Chicago, Illinois $56.8M AUM 31.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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

Stifel Financial's AMWL Position: Q2 2023 in Review

Stifel Financial sold out of American Well (AMWL) in Q2 2023, closing a stake of 2,362 shares — an estimated $111K sold.

Stifel Financial first reported a position in AMWL in Q4 2020 and held it in 8 quarters. The position peaked at $3M in Q4 2020. 146 funds tracked by Wall St. Rank hold AMWL as of Q2 2023.

  • Stifel Financial reported no remaining American Well position as of Q2 2023 after selling out during the quarter.
  • Stifel Financial sold 2,362 American Well shares in Q2 2023, an estimated $111K.
  • Stifel Financial first reported a position in American Well in Q4 2020 and held it in 8 quarters.
  • Stifel Financial's American Well position peaked at $3M in Q4 2020.
  • 146 funds tracked by Wall St. Rank held American Well as of Q2 2023.

Based on Stifel Financial's 13F filing for Q2 2023, filed 14 Aug 2023.