Vident Advisory’s American Well AMWL Stock Holding History

Vident Advisory’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 Q1	–	Sell	-1,767	Closed	-$52.7K	–	1329
2023 Q4	$52.7K	Sell	1,767 -131	-7%	-$3.21K	﹤0.01%	1298
2023 Q3	$44.4K	Buy	+1,898	New	+$64.1K	﹤0.01%	1233

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

Aldebaran Financial $105M AUM 19.84% 1-Year Est. Return

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

Vident Advisory's AMWL Position: Q1 2024 in Review

Vident Advisory sold out of American Well (AMWL) in Q1 2024, closing a stake of 1,767 shares — an estimated $52.7K sold.

Vident Advisory first reported a position in AMWL in Q3 2023 and held it in 2 quarters. The position peaked at $52.7K in Q4 2023. 132 funds tracked by Wall St. Rank hold AMWL as of Q1 2024.

Vident Advisory reported no remaining American Well position as of Q1 2024 after selling out during the quarter.
Vident Advisory sold 1,767 American Well shares in Q1 2024, an estimated $52.7K.
Vident Advisory first reported a position in American Well in Q3 2023 and held it in 2 quarters.
Vident Advisory's American Well position peaked at $52.7K in Q4 2023.
132 funds tracked by Wall St. Rank held American Well as of Q1 2024.

Based on Vident Advisory's 13F filing for Q1 2024, filed 14 May 2024.