Better Money Decisions’s Ontrak OTRK Stock Holding History

Better Money Decisions’s Portfolio OTRK Stock Details OTRK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-1	Closed	-$1K	–	418
2021 Q3	$1K	Hold	1	–	–	﹤0.01%	627
2021 Q2	$3K	Hold	1	–	–	﹤0.01%	565
2021 Q1	$3K	Buy	+1	New	+$5.27K	﹤0.01%	523

Other funds holding OTRK

WPA

Winning Points Advisors Boca Raton, Florida $74.8M AUM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

LOAMS

Lombard Odier Asset Management (Switzerland) Petit-Lancy, Switzerland $2.63B AUM 31.52% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

EGM

Engineers Gate Manager New York $8B AUM 17.32% 1-Year Est. Return

Better Money Decisions's OTRK Position: Q4 2021 in Review

Better Money Decisions sold out of Ontrak (OTRK) in Q4 2021, closing a stake of 1 share — an estimated $1K sold.

Better Money Decisions first reported a position in OTRK in Q1 2021 and held it in 3 quarters. The position peaked at $3K in Q2 2021. 79 funds tracked by Wall St. Rank hold OTRK as of Q4 2021.

Better Money Decisions reported no remaining Ontrak position as of Q4 2021 after selling out during the quarter.
Better Money Decisions sold 1 Ontrak share in Q4 2021, an estimated $1K.
Better Money Decisions first reported a position in Ontrak in Q1 2021 and held it in 3 quarters.
Better Money Decisions's Ontrak position peaked at $3K in Q2 2021.
79 funds tracked by Wall St. Rank held Ontrak as of Q4 2021.

Based on Better Money Decisions's 13F filing for Q4 2021, filed 14 Feb 2022.