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Baldwin Wealth Partners’s Oscar Health OSCR Stock Holding History

Baldwin Wealth Partners’s Portfolio OSCR Stock Details OSCR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-276
Closed -$5.85K – 772
2024
Q3 		$5.85K Buy
+276
New +$4.97K ﹤0.01% 862

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T. Rowe Price Investment Management
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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
DIG
Dragoneer Investment Group San Francisco, California $3B AUM 6.95% 1-Year Est. Return
TCMNY
Thrive Capital Management (New York) New York $344M AUM 25.6% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Baldwin Wealth Partners's OSCR Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of Oscar Health (OSCR) in Q4 2024, closing a stake of 276 shares — an estimated $5.85K sold.

Baldwin Wealth Partners first reported a position in OSCR in Q3 2024 and held it in 1 quarter. The position peaked at $5.85K in Q3 2024. 263 funds tracked by Wall St. Rank hold OSCR as of Q4 2024.

  • Baldwin Wealth Partners reported no remaining Oscar Health position as of Q4 2024 after selling out during the quarter.
  • Baldwin Wealth Partners sold 276 Oscar Health shares in Q4 2024, an estimated $5.85K.
  • Baldwin Wealth Partners first reported a position in Oscar Health in Q3 2024 and held it in 1 quarter.
  • Baldwin Wealth Partners's Oscar Health position peaked at $5.85K in Q3 2024.
  • 263 funds tracked by Wall St. Rank held Oscar Health as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.