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BSW Wealth Partners’s OraSure Technologies OSUR Stock Holding History

BSW Wealth Partners’s Portfolio OSUR Stock Details OSUR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-3,379
Closed -$25K – 148
2019
Q3 		$25K Buy
3,379
+211
+7% +$1.65K 0.01% 137
2019
Q2 		$29K Buy
+3,168
New +$29.2K 0.01% 133

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Dimensional Fund Advisors
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ACM
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D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
State Street
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Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
SFM
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BSW Wealth Partners's OSUR Position: Q4 2019 in Review

BSW Wealth Partners sold out of OraSure Technologies (OSUR) in Q4 2019, closing a stake of 3,379 shares — an estimated $25K sold.

BSW Wealth Partners first reported a position in OSUR in Q2 2019 and held it in 2 quarters. The position peaked at $29K in Q2 2019. 174 funds tracked by Wall St. Rank hold OSUR as of Q4 2019.

  • BSW Wealth Partners reported no remaining OraSure Technologies position as of Q4 2019 after selling out during the quarter.
  • BSW Wealth Partners sold 3,379 OraSure Technologies shares in Q4 2019, an estimated $25K.
  • BSW Wealth Partners first reported a position in OraSure Technologies in Q2 2019 and held it in 2 quarters.
  • BSW Wealth Partners's OraSure Technologies position peaked at $29K in Q2 2019.
  • 174 funds tracked by Wall St. Rank held OraSure Technologies as of Q4 2019.

Based on BSW Wealth Partners's 13F filing for Q4 2019, filed 18 Feb 2020.