TCI Wealth Advisors’s American Well AMWL Stock Holding History

TCI Wealth Advisors’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	-174	Closed	-$8.23K	–	310
2023 Q1	$8.23K	Buy	+174	New	+$11.2K	﹤0.01%	1204
2022 Q2	–	Sell	-86	Closed	-$7K	–	2263
2022 Q1	$7K	Buy	86 +41	+91%	+$3.46K	﹤0.01%	1290
2021 Q4	$5K	Buy	45 +23	+105%	+$3.51K	﹤0.01%	1618
2021 Q3	$4K	Buy	22 +6	+38%	+$1.3K	﹤0.01%	1697
2021 Q2	$4K	Buy	16 +13	+433%	+$3.75K	﹤0.01%	1525
2021 Q1	$1K	Buy	+3	New	+$1.63K	﹤0.01%	2022

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

TCI Wealth Advisors's AMWL Position: Q2 2023 in Review

TCI Wealth Advisors sold out of American Well (AMWL) in Q2 2023, closing a stake of 174 shares — an estimated $8.23K sold.

TCI Wealth Advisors first reported a position in AMWL in Q1 2021 and held it in 6 quarters. The position peaked at $8.23K in Q1 2023. 146 funds tracked by Wall St. Rank hold AMWL as of Q2 2023.

TCI Wealth Advisors reported no remaining American Well position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 174 American Well shares in Q2 2023, an estimated $8.23K.
TCI Wealth Advisors first reported a position in American Well in Q1 2021 and held it in 6 quarters.
TCI Wealth Advisors's American Well position peaked at $8.23K in Q1 2023.
146 funds tracked by Wall St. Rank held American Well as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.