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Vanguard Personalized Indexing Management’s American Well AMWL Stock Holding History

Vanguard Personalized Indexing 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
2024
Q3 		– Sell
-3,232
Closed -$21K – 1781
2024
Q2 		$21K Buy
3,232
+2,668
+473% +$26.9K ﹤0.01% 1645
2024
Q1 		$9.14K Buy
+564
New +$12.1K ﹤0.01% 1625
2023
Q4 		– Sell
-1,518
Closed -$35.5K – 1564
2023
Q3 		$35.5K Buy
+1,518
New +$51.3K ﹤0.01% 1422

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

Vanguard Personalized Indexing Management's AMWL Position: Q3 2024 in Review

Vanguard Personalized Indexing Management sold out of American Well (AMWL) in Q3 2024, closing a stake of 3,232 shares — an estimated $21K sold.

Vanguard Personalized Indexing Management first reported a position in AMWL in Q3 2023 and held it in 3 quarters. The position peaked at $35.5K in Q3 2023. 65 funds tracked by Wall St. Rank hold AMWL as of Q3 2024.

  • Vanguard Personalized Indexing Management reported no remaining American Well position as of Q3 2024 after selling out during the quarter.
  • Vanguard Personalized Indexing Management sold 3,232 American Well shares in Q3 2024, an estimated $21K.
  • Vanguard Personalized Indexing Management first reported a position in American Well in Q3 2023 and held it in 3 quarters.
  • Vanguard Personalized Indexing Management's American Well position peaked at $35.5K in Q3 2023.
  • 65 funds tracked by Wall St. Rank held American Well as of Q3 2024.

Based on Vanguard Personalized Indexing Management's 13F filing for Q3 2024, filed 12 Nov 2024.