Axxcess Wealth Management’s Oak Street Health, Inc. OSH Stock Holding History

Axxcess Wealth Management’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
2023 Q2	–	Sell	-91,300	Closed	-$3.53M	–	697
2023 Q1	$3.53M	Buy	91,300 +300	+0.3%	+$9.68K	0.27%	82
2022 Q4	$1.96M	Hold	91,000	–	–	0.16%	131
2022 Q3	$2.23M	Hold	91,000	–	–	0.21%	97
2022 Q2	$1.5M	Hold	91,000	–	–	0.14%	144
2022 Q1	$2.45M	Buy	91,000 +5,000	+6%	+$105K	0.19%	103
2021 Q4	$2.85M	Buy	+86,000	New	+$3.25M	0.21%	90

Other funds holding OSH

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return

Axxcess Wealth Management's OSH Position: Q2 2023 in Review

Axxcess Wealth Management sold out of Oak Street Health, Inc. (OSH) in Q2 2023, closing a stake of 91,300 shares — an estimated $3.53M sold.

Axxcess Wealth Management first reported a position in OSH in Q4 2021 and held it in 6 quarters. The position peaked at $3.53M in Q1 2023. 3 funds tracked by Wall St. Rank hold OSH as of Q2 2023.

Axxcess Wealth Management reported no remaining Oak Street Health, Inc. position as of Q2 2023 after selling out during the quarter.
Axxcess Wealth Management sold 91,300 Oak Street Health, Inc. shares in Q2 2023, an estimated $3.53M.
Axxcess Wealth Management first reported a position in Oak Street Health, Inc. in Q4 2021 and held it in 6 quarters.
Axxcess Wealth Management's Oak Street Health, Inc. position peaked at $3.53M in Q1 2023.
3 funds tracked by Wall St. Rank held Oak Street Health, Inc. as of Q2 2023.

Based on Axxcess Wealth Management's 13F filing for Q2 2023, filed 8 Aug 2023.