BIA
OM icon

Bell Investment Advisors’s Outset Medical OM Stock Holding History

Bell Investment Advisors’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
2023
Q1 		– Sell
-1
Closed -$516 – 1964
2022
Q4 		$516 Buy
+1
New +$282 ﹤0.01% 1815
2021
Q4 		$1K Buy
2
+1
+100% +$740 ﹤0.01% 1535
2021
Q3 		$1K Buy
+1
New +$681 ﹤0.01% 1492

Other funds holding OM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BG
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
B
Braidwell Stamford, Connecticut $3B AUM 46.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EHI
Eagle Health Investments Greenwich, Connecticut $572M AUM 67.49% 1-Year Est. Return

Bell Investment Advisors's OM Position: Q1 2023 in Review

Bell Investment Advisors sold out of Outset Medical (OM) in Q1 2023, closing a stake of 1 share — an estimated $516 sold.

Bell Investment Advisors first reported a position in OM in Q3 2021 and held it in 3 quarters. The position peaked at $1K in Q4 2021. 162 funds tracked by Wall St. Rank hold OM as of Q1 2023.

  • Bell Investment Advisors reported no remaining Outset Medical position as of Q1 2023 after selling out during the quarter.
  • Bell Investment Advisors sold 1 Outset Medical share in Q1 2023, an estimated $516.
  • Bell Investment Advisors first reported a position in Outset Medical in Q3 2021 and held it in 3 quarters.
  • Bell Investment Advisors's Outset Medical position peaked at $1K in Q4 2021.
  • 162 funds tracked by Wall St. Rank held Outset Medical as of Q1 2023.

Based on Bell Investment Advisors's 13F filing for Q1 2023, filed 10 May 2023.