Wolf Group Capital Advisors’s American Well AMWL Stock Holding History

Wolf Group Capital 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
2023 Q2	–	Sell	-2,305	Closed	-$109K	–	106
2023 Q1	$109K	Hold	2,305	–	–	0.05%	105
2022 Q4	$130K	Hold	2,305	–	–	0.06%	116
2022 Q3	$166K	Hold	2,305	–	–	0.09%	108
2022 Q2	$199K	Hold	2,305	–	–	0.1%	107
2022 Q1	$194K	Sell	2,305 -4,610	-67%	-$389K	0.1%	104
2021 Q4	$835K	Buy	6,915 +4,610	+200%	+$703K	0.14%	92
2021 Q3	$420K	Hold	2,305	–	–	0.23%	78
2021 Q2	$580K	Hold	2,305	–	–	0.31%	73
2021 Q1	$801K	Buy	+2,305	New	+$1.25M	0.46%	63

Other funds holding AMWL

Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

AIM

Alerce Investment Management Chicago, Illinois $56.8M AUM 31.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Wolf Group Capital Advisors's AMWL Position: Q2 2023 in Review

Wolf Group Capital Advisors sold out of American Well (AMWL) in Q2 2023, closing a stake of 2,305 shares — an estimated $109K sold.

Wolf Group Capital Advisors first reported a position in AMWL in Q1 2021 and held it in 9 quarters. The position peaked at $835K in Q4 2021. 146 funds tracked by Wall St. Rank hold AMWL as of Q2 2023.

Wolf Group Capital Advisors reported no remaining American Well position as of Q2 2023 after selling out during the quarter.
Wolf Group Capital Advisors sold 2,305 American Well shares in Q2 2023, an estimated $109K.
Wolf Group Capital Advisors first reported a position in American Well in Q1 2021 and held it in 9 quarters.
Wolf Group Capital Advisors's American Well position peaked at $835K in Q4 2021.
146 funds tracked by Wall St. Rank held American Well as of Q2 2023.

Based on Wolf Group Capital Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.