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Valeo Financial Advisors’s American Well AMWL Stock Holding History

Valeo Financial Advisors’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
2020
Q4 		– Sell
-1
Closed -$1K – 1669
2020
Q3 		$1K Buy
+1
New +$528 ﹤0.01% 1461

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Valeo Financial Advisors's AMWL Position: Q4 2020 in Review

Valeo Financial Advisors sold out of American Well (AMWL) in Q4 2020, closing a stake of 1 share — an estimated $1K sold.

Valeo Financial Advisors first reported a position in AMWL in Q3 2020 and held it in 1 quarter. The position peaked at $1K in Q3 2020. 146 funds tracked by Wall St. Rank hold AMWL as of Q4 2020.

  • Valeo Financial Advisors reported no remaining American Well position as of Q4 2020 after selling out during the quarter.
  • Valeo Financial Advisors sold 1 American Well share in Q4 2020, an estimated $1K.
  • Valeo Financial Advisors first reported a position in American Well in Q3 2020 and held it in 1 quarter.
  • Valeo Financial Advisors's American Well position peaked at $1K in Q3 2020.
  • 146 funds tracked by Wall St. Rank held American Well as of Q4 2020.

Based on Valeo Financial Advisors's 13F filing for Q4 2020, filed 11 Feb 2021.