XF
AMWL icon

XML Financial’s American Well AMWL Stock Holding History

XML Financial’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
-2,107
Closed -$384K – 319
2021
Q3 		$384K Hold
2,107
– – 0.05% 227
2021
Q2 		$530K Sell
2,107
-526
-20% -$152K 0.12% 135
2021
Q1 		$915K Buy
+2,633
New +$1.43M 0.22% 91

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 $2.93B AUM 37.21% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $550B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SM
Senvest Management New York $3.41B AUM 66.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
EHI
Eagle Health Investments Greenwich, Connecticut $603M AUM 111.06% 1-Year Est. Return
II
Ibex Investors Denver, Colorado $194M AUM 23.58% 1-Year Est. Return

XML Financial's AMWL Position: Q4 2021 in Review

XML Financial sold out of American Well (AMWL) in Q4 2021, closing a stake of 2,107 shares — an estimated $384K sold.

XML Financial first reported a position in AMWL in Q1 2021 and held it in 3 quarters. The position peaked at $915K in Q1 2021. 182 funds tracked by Wall St. Rank hold AMWL as of Q4 2021.

  • XML Financial reported no remaining American Well position as of Q4 2021 after selling out during the quarter.
  • XML Financial sold 2,107 American Well shares in Q4 2021, an estimated $384K.
  • XML Financial first reported a position in American Well in Q1 2021 and held it in 3 quarters.
  • XML Financial's American Well position peaked at $915K in Q1 2021.
  • 182 funds tracked by Wall St. Rank held American Well as of Q4 2021.

Based on XML Financial's 13F filing for Q4 2021, filed 1 Feb 2022.