Valley National Advisers’s American Well AMWL Stock Holding History

Valley National Advisers’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
2023 Q4	–	Sell	-38	Closed	-$1K	–	1192
2023 Q3	$1K	Hold	38	–	–	﹤0.01%	880
2023 Q2	$2K	Hold	38	–	–	﹤0.01%	765
2023 Q1	$2K	Hold	38	–	–	﹤0.01%	749
2022 Q4	$2K	Hold	38	–	–	﹤0.01%	726
2022 Q3	$3K	Hold	38	–	–	﹤0.01%	724
2022 Q2	$4K	Hold	38	–	–	﹤0.01%	679
2022 Q1	$3K	Buy	+38	New	+$3.21K	﹤0.01%	739

Other funds holding AMWL

Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return

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

CIA

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Valley National Advisers's AMWL Position: Q4 2023 in Review

Valley National Advisers sold out of American Well (AMWL) in Q4 2023, closing a stake of 38 shares — an estimated $1K sold.

Valley National Advisers first reported a position in AMWL in Q1 2022 and held it in 7 quarters. The position peaked at $4K in Q2 2022. 140 funds tracked by Wall St. Rank hold AMWL as of Q4 2023.

Valley National Advisers reported no remaining American Well position as of Q4 2023 after selling out during the quarter.
Valley National Advisers sold 38 American Well shares in Q4 2023, an estimated $1K.
Valley National Advisers first reported a position in American Well in Q1 2022 and held it in 7 quarters.
Valley National Advisers's American Well position peaked at $4K in Q2 2022.
140 funds tracked by Wall St. Rank held American Well as of Q4 2023.

Based on Valley National Advisers's 13F filing for Q4 2023, filed 25 Jan 2024.