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Williams Jones Wealth Management’s American Well AMWL Stock Holding History

Williams Jones Wealth 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
2021
Q4 		– Sell
-500
Closed -$91K – 505
2021
Q3 		$91K Buy
+500
New +$108K ﹤0.01% 467

Other funds holding AMWL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CIA
Caledonia Investments (Australia) Sydney NSW, Australia $3.44B AUM 20.03% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AIM
Alerce Investment Management Chicago, Illinois $56.8M AUM 31.17% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
EHI
Eagle Health Investments Greenwich, Connecticut $572M AUM 67.49% 1-Year Est. Return
II
Ibex Investors Denver, Colorado $152M AUM 19.17% 1-Year Est. Return

Williams Jones Wealth Management's AMWL Position: Q4 2021 in Review

Williams Jones Wealth Management sold out of American Well (AMWL) in Q4 2021, closing a stake of 500 shares — an estimated $91K sold.

Williams Jones Wealth Management first reported a position in AMWL in Q3 2021 and held it in 1 quarter. The position peaked at $91K in Q3 2021. 182 funds tracked by Wall St. Rank hold AMWL as of Q4 2021.

  • Williams Jones Wealth Management reported no remaining American Well position as of Q4 2021 after selling out during the quarter.
  • Williams Jones Wealth Management sold 500 American Well shares in Q4 2021, an estimated $91K.
  • Williams Jones Wealth Management first reported a position in American Well in Q3 2021 and held it in 1 quarter.
  • Williams Jones Wealth Management's American Well position peaked at $91K in Q3 2021.
  • 182 funds tracked by Wall St. Rank held American Well as of Q4 2021.

Based on Williams Jones Wealth Management's 13F filing for Q4 2021, filed 14 Feb 2022.