Advisornet Financial’s Oak Street Health, Inc. OSH Stock Holding History

Advisornet Financial’s Portfolio OSH Stock Details OSH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-6	Closed	-$232	–	2541
2023 Q1	$232	Buy	6 +3	+100%	+$97	﹤0.01%	2228
2022 Q4	$65	Sell	3 -22	-88%	-$460	﹤0.01%	2320
2022 Q3	$1K	Buy	+25	New	+$661	﹤0.01%	1839
2022 Q2	–	Sell	-185	Closed	-$5K	–	2213
2022 Q1	$5K	Sell	185 -10	-5%	-$211	﹤0.01%	1644
2021 Q4	$6K	Buy	195 +10	+5%	+$378	﹤0.01%	1630
2021 Q3	$8K	Hold	185	–	–	﹤0.01%	1530
2021 Q2	$11K	Hold	185	–	–	﹤0.01%	1401
2021 Q1	$10K	Hold	185	–	–	﹤0.01%	1376
2020 Q4	$11K	Hold	185	–	–	﹤0.01%	1280
2020 Q3	$10K	Buy	+185	New	+$8.28K	﹤0.01%	1283

Other funds holding OSH

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

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return

Advisornet Financial's OSH Position: Q2 2023 in Review

Advisornet Financial sold out of Oak Street Health, Inc. (OSH) in Q2 2023, closing a stake of 6 shares — an estimated $232 sold.

Advisornet Financial first reported a position in OSH in Q3 2020 and held it in 10 quarters. The position peaked at $11K in Q2 2021. 3 funds tracked by Wall St. Rank hold OSH as of Q2 2023.

Advisornet Financial reported no remaining Oak Street Health, Inc. position as of Q2 2023 after selling out during the quarter.
Advisornet Financial sold 6 Oak Street Health, Inc. shares in Q2 2023, an estimated $232.
Advisornet Financial first reported a position in Oak Street Health, Inc. in Q3 2020 and held it in 10 quarters.
Advisornet Financial's Oak Street Health, Inc. position peaked at $11K in Q2 2021.
3 funds tracked by Wall St. Rank held Oak Street Health, Inc. as of Q2 2023.

Based on Advisornet Financial's 13F filing for Q2 2023, filed 14 Jul 2023.