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Tower View Wealth Management’s American Well AMWL Stock Holding History

Tower View 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
Q1 		– Sell
-1,201
Closed -$608K – 186
2020
Q4 		$608K Buy
+1,201
New +$695K 0.35% 63

Other funds holding AMWL

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
FI
Fosun International Hong Kong, China $399M AUM 16.11% 1-Year Est. Return
VIP
Vantage Investment Partners Kansas City, Missouri $1.45B AUM 18.96% 1-Year Est. Return
BG
Bellevue Group Kuesnacht, Switzerland $4.2B AUM 54.85% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Tower View Wealth Management's AMWL Position: Q1 2021 in Review

Tower View Wealth Management sold out of American Well (AMWL) in Q1 2021, closing a stake of 1,201 shares — an estimated $608K sold.

Tower View Wealth Management first reported a position in AMWL in Q4 2020 and held it in 1 quarter. The position peaked at $608K in Q4 2020. 172 funds tracked by Wall St. Rank hold AMWL as of Q1 2021.

  • Tower View Wealth Management reported no remaining American Well position as of Q1 2021 after selling out during the quarter.
  • Tower View Wealth Management sold 1,201 American Well shares in Q1 2021, an estimated $608K.
  • Tower View Wealth Management first reported a position in American Well in Q4 2020 and held it in 1 quarter.
  • Tower View Wealth Management's American Well position peaked at $608K in Q4 2020.
  • 172 funds tracked by Wall St. Rank held American Well as of Q1 2021.

Based on Tower View Wealth Management's 13F filing for Q1 2021, filed 23 Apr 2021.