AWM
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Avior Wealth Management’s Outset Medical OM Stock Holding History

Avior Wealth Management’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
2024
Q3 		– Sell
-242
Closed -$14K – 2384
2024
Q2 		$14K Buy
242
+236
+3,933% +$11.6K ﹤0.01% 1428
2024
Q1 		$208 Buy
+6
New +$304 ﹤0.01% 2859

Other funds holding OM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
GC
GMT Capital Atlanta, Georgia $2.19B AUM 72.3% 1-Year Est. Return
MIC
Mubadala Investment Company Abu Dhabi, United Arab Emirates $20.5B AUM 19.39% 1-Year Est. Return
Ensign Peak Advisors
Ensign Peak Advisors Salt Lake City, Utah $53.7B AUM 29.47% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.61B AUM 28.28% 1-Year Est. Return

Avior Wealth Management's OM Position: Q3 2024 in Review

Avior Wealth Management sold out of Outset Medical (OM) in Q3 2024, closing a stake of 242 shares — an estimated $14K sold.

Avior Wealth Management first reported a position in OM in Q1 2024 and held it in 2 quarters. The position peaked at $14K in Q2 2024. 78 funds tracked by Wall St. Rank hold OM as of Q3 2024.

  • Avior Wealth Management reported no remaining Outset Medical position as of Q3 2024 after selling out during the quarter.
  • Avior Wealth Management sold 242 Outset Medical shares in Q3 2024, an estimated $14K.
  • Avior Wealth Management first reported a position in Outset Medical in Q1 2024 and held it in 2 quarters.
  • Avior Wealth Management's Outset Medical position peaked at $14K in Q2 2024.
  • 78 funds tracked by Wall St. Rank held Outset Medical as of Q3 2024.

Based on Avior Wealth Management's 13F filing for Q3 2024, filed 8 Nov 2024.