WWA
AMWL icon

Wingate Wealth Advisors’s American Well AMWL Stock Holding History

Wingate Wealth Advisors’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
2025
Q1 		– Sell
-500
Closed -$3.63K – 114
2024
Q4 		$3.63K Buy
+500
New +$4.53K ﹤0.01% 403

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RPA
Rock Point Advisors Burlington, Vermont $370M AUM 23.84% 1-Year Est. Return

Wingate Wealth Advisors's AMWL Position: Q1 2025 in Review

Wingate Wealth Advisors sold out of American Well (AMWL) in Q1 2025, closing a stake of 500 shares — an estimated $3.63K sold.

Wingate Wealth Advisors first reported a position in AMWL in Q4 2024 and held it in 1 quarter. The position peaked at $3.63K in Q4 2024. 64 funds tracked by Wall St. Rank hold AMWL as of Q1 2025.

  • Wingate Wealth Advisors reported no remaining American Well position as of Q1 2025 after selling out during the quarter.
  • Wingate Wealth Advisors sold 500 American Well shares in Q1 2025, an estimated $3.63K.
  • Wingate Wealth Advisors first reported a position in American Well in Q4 2024 and held it in 1 quarter.
  • Wingate Wealth Advisors's American Well position peaked at $3.63K in Q4 2024.
  • 64 funds tracked by Wall St. Rank held American Well as of Q1 2025.

Based on Wingate Wealth Advisors's 13F filing for Q1 2025, filed 24 Apr 2025.