Atria Wealth Solutions’s Outset Medical OM Stock Holding History

Atria Wealth Solutions’s Portfolio OM Stock Details OM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-332	Closed	-$226K	–	1821
2022 Q1	$226K	Buy	+332	New	+$200K	﹤0.01%	1501

Other funds holding OM

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Bellevue Group Kuesnacht, Switzerland $4.2B AUM 54.85% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

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

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Atria Wealth Solutions's OM Position: Q2 2022 in Review

Atria Wealth Solutions sold out of Outset Medical (OM) in Q2 2022, closing a stake of 332 shares — an estimated $226K sold.

Atria Wealth Solutions first reported a position in OM in Q1 2022 and held it in 1 quarter. The position peaked at $226K in Q1 2022. 149 funds tracked by Wall St. Rank hold OM as of Q2 2022.

Atria Wealth Solutions reported no remaining Outset Medical position as of Q2 2022 after selling out during the quarter.
Atria Wealth Solutions sold 332 Outset Medical shares in Q2 2022, an estimated $226K.
Atria Wealth Solutions first reported a position in Outset Medical in Q1 2022 and held it in 1 quarter.
Atria Wealth Solutions's Outset Medical position peaked at $226K in Q1 2022.
149 funds tracked by Wall St. Rank held Outset Medical as of Q2 2022.

Based on Atria Wealth Solutions's 13F filing for Q2 2022, filed 15 Aug 2022.