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Texas Capital Bank Wealth Management Services’s American Well AMWL Stock Holding History

Texas Capital Bank Wealth Management Services’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
Q1 		– Sell
-1,613
Closed -$91.3K – 191
2022
Q4 		$91.3K Hold
1,613
– – 0.01% 160
2022
Q3 		$116K Hold
1,613
– – 0.02% 141
2022
Q2 		$139K Buy
+1,613
New +$120K 0.02% 140

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SM
Senvest Management New York $3.01B AUM 35.7% 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

Texas Capital Bank Wealth Management Services's AMWL Position: Q1 2023 in Review

Texas Capital Bank Wealth Management Services sold out of American Well (AMWL) in Q1 2023, closing a stake of 1,613 shares — an estimated $91.3K sold.

Texas Capital Bank Wealth Management Services first reported a position in AMWL in Q2 2022 and held it in 3 quarters. The position peaked at $139K in Q2 2022. 153 funds tracked by Wall St. Rank hold AMWL as of Q1 2023.

  • Texas Capital Bank Wealth Management Services reported no remaining American Well position as of Q1 2023 after selling out during the quarter.
  • Texas Capital Bank Wealth Management Services sold 1,613 American Well shares in Q1 2023, an estimated $91.3K.
  • Texas Capital Bank Wealth Management Services first reported a position in American Well in Q2 2022 and held it in 3 quarters.
  • Texas Capital Bank Wealth Management Services's American Well position peaked at $139K in Q2 2022.
  • 153 funds tracked by Wall St. Rank held American Well as of Q1 2023.

Based on Texas Capital Bank Wealth Management Services's 13F filing for Q1 2023, filed 11 May 2023.