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Tradition Wealth Management’s American Well AMWL Stock Holding History

Tradition 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
2022
Q3 		– Sell
-105
Closed -$9K – 1185
2022
Q2 		$9K Hold
105
– – ﹤0.01% 837
2022
Q1 		$9K Hold
105
– – ﹤0.01% 915
2021
Q4 		$13K Buy
+105
New +$16K ﹤0.01% 835

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CIA
Caledonia Investments (Australia) Sydney NSW, Australia $3.44B AUM 20.03% 1-Year Est. Return
SM
Senvest Management New York $3.01B AUM 35.7% 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
EHI
Eagle Health Investments Greenwich, Connecticut $572M AUM 67.49% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Tradition Wealth Management's AMWL Position: Q3 2022 in Review

Tradition Wealth Management sold out of American Well (AMWL) in Q3 2022, closing a stake of 105 shares — an estimated $9K sold.

Tradition Wealth Management first reported a position in AMWL in Q4 2021 and held it in 3 quarters. The position peaked at $13K in Q4 2021. 158 funds tracked by Wall St. Rank hold AMWL as of Q3 2022.

  • Tradition Wealth Management reported no remaining American Well position as of Q3 2022 after selling out during the quarter.
  • Tradition Wealth Management sold 105 American Well shares in Q3 2022, an estimated $9K.
  • Tradition Wealth Management first reported a position in American Well in Q4 2021 and held it in 3 quarters.
  • Tradition Wealth Management's American Well position peaked at $13K in Q4 2021.
  • 158 funds tracked by Wall St. Rank held American Well as of Q3 2022.

Based on Tradition Wealth Management's 13F filing for Q3 2022, filed 14 Nov 2022.