TrinityPoint Wealth’s American Well AMWL Stock Holding History

TrinityPoint 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
2022 Q3	–	Sell	-580	Closed	-$50K	–	281
2022 Q2	$50K	Sell	580 -470	-45%	-$35.1K	0.01%	275
2022 Q1	$88K	Buy	1,050 +537	+105%	+$45.3K	0.02%	306
2021 Q4	$62K	Buy	+513	New	+$78.2K	0.01%	303

Other funds holding AMWL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

CIA

Caledonia Investments (Australia) Sydney NSW, Australia $3.44B AUM 20.03% 1-Year Est. Return

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 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

EHI

Eagle Health Investments Greenwich, Connecticut $572M AUM 67.49% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

TrinityPoint Wealth's AMWL Position: Q3 2022 in Review

TrinityPoint Wealth sold out of American Well (AMWL) in Q3 2022, closing a stake of 580 shares — an estimated $50K sold.

TrinityPoint Wealth first reported a position in AMWL in Q4 2021 and held it in 3 quarters. The position peaked at $88K in Q1 2022. 158 funds tracked by Wall St. Rank hold AMWL as of Q3 2022.

TrinityPoint Wealth reported no remaining American Well position as of Q3 2022 after selling out during the quarter.
TrinityPoint Wealth sold 580 American Well shares in Q3 2022, an estimated $50K.
TrinityPoint Wealth first reported a position in American Well in Q4 2021 and held it in 3 quarters.
TrinityPoint Wealth's American Well position peaked at $88K in Q1 2022.
158 funds tracked by Wall St. Rank held American Well as of Q3 2022.

Based on TrinityPoint Wealth's 13F filing for Q3 2022, filed 9 Nov 2022.