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Sugarloaf Wealth Management’s American Well AMWL Stock Holding History

Sugarloaf 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
2021
Q2 		– Sell
-5
Closed -$2 – 751
2021
Q1 		$2 Buy
+5
New +$2.71K ﹤0.01% 660

Other funds holding AMWL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CIA
Caledonia Investments (Australia) Sydney NSW, Australia $3.44B AUM 20.03% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AIM
Alerce Investment Management Chicago, Illinois $56.8M AUM 31.17% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RP
Regal Partners Sydney, NSW, Australia $1.84B AUM 54.78% 1-Year Est. Return
BG
Bellevue Group Kuesnacht, Switzerland $4.2B AUM 54.85% 1-Year Est. Return

Sugarloaf Wealth Management's AMWL Position: Q2 2021 in Review

Sugarloaf Wealth Management sold out of American Well (AMWL) in Q2 2021, closing a stake of 5 shares — an estimated $2 sold.

Sugarloaf Wealth Management first reported a position in AMWL in Q1 2021 and held it in 1 quarter. The position peaked at $2 in Q1 2021. 177 funds tracked by Wall St. Rank hold AMWL as of Q2 2021.

  • Sugarloaf Wealth Management reported no remaining American Well position as of Q2 2021 after selling out during the quarter.
  • Sugarloaf Wealth Management sold 5 American Well shares in Q2 2021, an estimated $2.
  • Sugarloaf Wealth Management first reported a position in American Well in Q1 2021 and held it in 1 quarter.
  • Sugarloaf Wealth Management's American Well position peaked at $2 in Q1 2021.
  • 177 funds tracked by Wall St. Rank held American Well as of Q2 2021.

Based on Sugarloaf Wealth Management's 13F filing for Q2 2021, filed 20 Jul 2021.