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Vaughan David Investments’s American Well AMWL Stock Holding History

Vaughan David Investments’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
-500
Closed -$3K – 217
2024
Q2 		$3K Hold
500
– – ﹤0.01% 209
2024
Q1 		$8K Buy
+500
New +$10.7K ﹤0.01% 218

Other funds holding AMWL

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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

Vaughan David Investments's AMWL Position: Q3 2024 in Review

Vaughan David Investments sold out of American Well (AMWL) in Q3 2024, closing a stake of 500 shares — an estimated $3K sold.

Vaughan David Investments first reported a position in AMWL in Q1 2024 and held it in 2 quarters. The position peaked at $8K in Q1 2024. 65 funds tracked by Wall St. Rank hold AMWL as of Q3 2024.

  • Vaughan David Investments reported no remaining American Well position as of Q3 2024 after selling out during the quarter.
  • Vaughan David Investments sold 500 American Well shares in Q3 2024, an estimated $3K.
  • Vaughan David Investments first reported a position in American Well in Q1 2024 and held it in 2 quarters.
  • Vaughan David Investments's American Well position peaked at $8K in Q1 2024.
  • 65 funds tracked by Wall St. Rank held American Well as of Q3 2024.

Based on Vaughan David Investments's 13F filing for Q3 2024, filed 4 Nov 2024.