Arkadios Wealth Advisors’s Oak Street Health, Inc. OSH Stock Holding History

Arkadios Wealth Advisors’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
2021 Q4	–	Sell	-1,982	Closed	-$84K	–	1900
2021 Q3	$84K	Hold	1,982	–	–	0.01%	730
2021 Q2	$116K	Hold	1,982	–	–	0.01%	679
2021 Q1	$107K	Hold	1,982	–	–	0.02%	525
2020 Q4	$121K	Buy	+1,982	New	+$104K	0.03%	408

Other funds holding OSH

General Atlantic New York $2.15B AUM 35.02% 1-Year Est. Return

Newlight Partners New York $3.9M AUM 96.05% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Maverick Capital Dallas, Texas $8.67B AUM 48.76% 1-Year Est. Return

Arkadios Wealth Advisors's OSH Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of Oak Street Health, Inc. (OSH) in Q4 2021, closing a stake of 1,982 shares — an estimated $84K sold.

Arkadios Wealth Advisors first reported a position in OSH in Q4 2020 and held it in 4 quarters. The position peaked at $121K in Q4 2020. 222 funds tracked by Wall St. Rank hold OSH as of Q4 2021.

Arkadios Wealth Advisors reported no remaining Oak Street Health, Inc. position as of Q4 2021 after selling out during the quarter.
Arkadios Wealth Advisors sold 1,982 Oak Street Health, Inc. shares in Q4 2021, an estimated $84K.
Arkadios Wealth Advisors first reported a position in Oak Street Health, Inc. in Q4 2020 and held it in 4 quarters.
Arkadios Wealth Advisors's Oak Street Health, Inc. position peaked at $121K in Q4 2020.
222 funds tracked by Wall St. Rank held Oak Street Health, Inc. as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.