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AAS
OS
Avantax Advisory Services’s
OneStream Inc
OS
Stock Holding History
Avantax Advisory Services’s Portfolio
OS Stock Details
OS Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2025
Q2
$276K
Buy
+9,743
New
+$243K
﹤0.01%
1982
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CIP
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1-Year Est. Return
Goldman Sachs
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1-Year Est. Return
Temasek Holdings
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1-Year Est. Return
TCM
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$5.89B AUM
28.74%
1-Year Est. Return
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$60.9B AUM
15.24%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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