Summit Securities Group’s American Well AMWL Stock Holding History

Summit Securities Group’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
2024 Q3	–	Sell	-55	Closed	–	–	556
2024 Q2	$0	Buy	+55	New	+$554	﹤0.01%	566
2023 Q1	–	Sell	-409	Closed	-$23K	–	795
2022 Q4	$23K	Buy	+409	New	+$29.5K	﹤0.01%	876

Other funds holding AMWL

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

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

CIA

Caledonia Investments (Australia) Sydney NSW, Australia $3.44B AUM 20.03% 1-Year Est. Return

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

AIM

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

Aldebaran Financial $105M AUM 19.84% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

KLP

Kent Lake PR Anasco, Puerto Rico $198M AUM 5.21% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Summit Securities Group's AMWL Position: Q3 2024 in Review

Summit Securities Group sold out of American Well (AMWL) in Q3 2024, closing a stake of 55 shares.

Summit Securities Group first reported a position in AMWL in Q4 2022 and held it in 2 quarters. The position peaked at $23K in Q4 2022. 65 funds tracked by Wall St. Rank hold AMWL as of Q3 2024.

Summit Securities Group reported no remaining American Well position as of Q3 2024 after selling out during the quarter.
Summit Securities Group sold 55 American Well shares in Q3 2024.
Summit Securities Group first reported a position in American Well in Q4 2022 and held it in 2 quarters.
Summit Securities Group's American Well position peaked at $23K in Q4 2022.
65 funds tracked by Wall St. Rank held American Well as of Q3 2024.

Based on Summit Securities Group's 13F filing for Q3 2024, filed 7 Nov 2024.