Truist Financial
AMWL icon

Truist Financial’s American Well AMWL Stock Holding History

Truist Financial’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
2024
Q3 		– Sell
-2,714
Closed -$17.6K – 2512
2024
Q2 		$17.6K Sell
2,714
-150
-5% -$1.51K ﹤0.01% 2624
2024
Q1 		$46.4K Sell
2,864
-923
-24% -$19.8K ﹤0.01% 2584
2023
Q4 		$113K Buy
3,787
+8
+0.2% +$196 ﹤0.01% 2558
2023
Q3 		$88.4K Buy
3,779
+373
+11% +$12.6K ﹤0.01% 2528
2023
Q2 		$143K Buy
3,406
+543
+19% +$24K ﹤0.01% 2482
2023
Q1 		$135K Buy
2,863
+153
+6% +$9.81K ﹤0.01% 2474
2022
Q4 		$153K Sell
2,710
-1,192
-31% -$85.9K ﹤0.01% 2445
2022
Q3 		$280K Buy
3,902
+289
+8% +$25.3K ﹤0.01% 2122
2022
Q2 		$312K Sell
3,613
-459
-11% -$34.2K ﹤0.01% 2192
2022
Q1 		$343K Sell
4,072
-514
-11% -$43.4K ﹤0.01% 2229
2021
Q4 		$554K Buy
4,586
+982
+27% +$150K ﹤0.01% 1950
2021
Q3 		$657K Buy
3,604
+963
+36% +$209K ﹤0.01% 1847
2021
Q2 		$664K Buy
2,641
+893
+51% +$257K ﹤0.01% 1877
2021
Q1 		$607K Buy
1,748
+927
+113% +$502K ﹤0.01% 1868
2020
Q4 		$416K Buy
+821
New +$475K ﹤0.01% 1949

Other funds holding AMWL

SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CIA
Caledonia Investments (Australia) Sydney NSW, Australia $3.44B AUM 20.03% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AIM
Alerce Investment Management Chicago, Illinois $56.8M AUM 31.17% 1-Year Est. Return
AF
Aldebaran Financial $105M AUM 19.84% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
KLP
Kent Lake PR Anasco, Puerto Rico $198M AUM 5.21% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Truist Financial's AMWL Position: Q3 2024 in Review

Truist Financial sold out of American Well (AMWL) in Q3 2024, closing a stake of 2,714 shares — an estimated $17.6K sold.

Truist Financial first reported a position in AMWL in Q4 2020 and held it in 15 quarters. The position peaked at $664K in Q2 2021. 65 funds tracked by Wall St. Rank hold AMWL as of Q3 2024.

  • Truist Financial reported no remaining American Well position as of Q3 2024 after selling out during the quarter.
  • Truist Financial sold 2,714 American Well shares in Q3 2024, an estimated $17.6K.
  • Truist Financial first reported a position in American Well in Q4 2020 and held it in 15 quarters.
  • Truist Financial's American Well position peaked at $664K in Q2 2021.
  • 65 funds tracked by Wall St. Rank held American Well as of Q3 2024.

Based on Truist Financial's 13F filing for Q3 2024, filed 13 Nov 2024.