BAM
OM icon

Belpointe Asset Management’s Outset Medical OM Stock Holding History

Belpointe Asset 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
2023
Q2 		– Sell
-90
Closed -$24.8K – 2443
2023
Q1 		$24.8K Hold
90
– – ﹤0.01% 2178
2022
Q4 		$34.9K Buy
+90
New +$25.4K ﹤0.01% 1827

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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
B
Braidwell Stamford, Connecticut $3B AUM 46.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Belpointe Asset Management's OM Position: Q2 2023 in Review

Belpointe Asset Management sold out of Outset Medical (OM) in Q2 2023, closing a stake of 90 shares — an estimated $24.8K sold.

Belpointe Asset Management first reported a position in OM in Q4 2022 and held it in 2 quarters. The position peaked at $34.9K in Q4 2022. 154 funds tracked by Wall St. Rank hold OM as of Q2 2023.

  • Belpointe Asset Management reported no remaining Outset Medical position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 90 Outset Medical shares in Q2 2023, an estimated $24.8K.
  • Belpointe Asset Management first reported a position in Outset Medical in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's Outset Medical position peaked at $34.9K in Q4 2022.
  • 154 funds tracked by Wall St. Rank held Outset Medical as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.