AWM
OSIS icon

AE Wealth Management’s OSI Systems OSIS Stock Holding History

AE Wealth Management’s Portfolio OSIS Stock Details OSIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-2,863
Closed -$222K – 1403
2020
Q3 		$222K Buy
+2,863
New +$214K ﹤0.01% 1148

Other funds holding OSIS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
NPIC
Neumeier Poma Investment Counsel Carmel, California $1.21B AUM 70.48% 1-Year Est. Return

AE Wealth Management's OSIS Position: Q4 2020 in Review

AE Wealth Management sold out of OSI Systems (OSIS) in Q4 2020, closing a stake of 2,863 shares — an estimated $222K sold.

AE Wealth Management first reported a position in OSIS in Q3 2020 and held it in 1 quarter. The position peaked at $222K in Q3 2020. 186 funds tracked by Wall St. Rank hold OSIS as of Q4 2020.

  • AE Wealth Management reported no remaining OSI Systems position as of Q4 2020 after selling out during the quarter.
  • AE Wealth Management sold 2,863 OSI Systems shares in Q4 2020, an estimated $222K.
  • AE Wealth Management first reported a position in OSI Systems in Q3 2020 and held it in 1 quarter.
  • AE Wealth Management's OSI Systems position peaked at $222K in Q3 2020.
  • 186 funds tracked by Wall St. Rank held OSI Systems as of Q4 2020.

Based on AE Wealth Management's 13F filing for Q4 2020, filed 1 Feb 2021.