SVB Wealth’s American Well AMWL Stock Holding History

SVB Wealth’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	-5,004	Closed	-$236K	–	931
2023 Q1	$236K	Sell	5,004 -5	-0.1%	-$321	﹤0.01%	824
2022 Q4	$284K	Buy	5,009 +5	+0.1%	+$360	﹤0.01%	763
2022 Q3	$359K	Buy	+5,004	New	+$438K	0.01%	620

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

SVB Wealth's AMWL Position: Q2 2023 in Review

SVB Wealth sold out of American Well (AMWL) in Q2 2023, closing a stake of 5,004 shares — an estimated $236K sold.

SVB Wealth first reported a position in AMWL in Q3 2022 and held it in 3 quarters. The position peaked at $359K in Q3 2022. 146 funds tracked by Wall St. Rank hold AMWL as of Q2 2023.

SVB Wealth reported no remaining American Well position as of Q2 2023 after selling out during the quarter.
SVB Wealth sold 5,004 American Well shares in Q2 2023, an estimated $236K.
SVB Wealth first reported a position in American Well in Q3 2022 and held it in 3 quarters.
SVB Wealth's American Well position peaked at $359K in Q3 2022.
146 funds tracked by Wall St. Rank held American Well as of Q2 2023.

Based on SVB Wealth's 13F filing for Q2 2023, filed 24 Jul 2023.