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Capital Performance Advisors’s Oscar Health OSCR Stock Holding History

Capital Performance Advisors’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
-178
Closed -$3.77K – 1902
2024
Q3 		$3.77K Buy
+178
New +$3.21K ﹤0.01% 1243

Other funds holding OSCR

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
DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
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

Capital Performance Advisors's OSCR Position: Q4 2024 in Review

Capital Performance Advisors sold out of Oscar Health (OSCR) in Q4 2024, closing a stake of 178 shares — an estimated $3.77K sold.

Capital Performance Advisors first reported a position in OSCR in Q3 2024 and held it in 1 quarter. The position peaked at $3.77K in Q3 2024. 263 funds tracked by Wall St. Rank hold OSCR as of Q4 2024.

  • Capital Performance Advisors reported no remaining Oscar Health position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 178 Oscar Health shares in Q4 2024, an estimated $3.77K.
  • Capital Performance Advisors first reported a position in Oscar Health in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Oscar Health position peaked at $3.77K in Q3 2024.
  • 263 funds tracked by Wall St. Rank held Oscar Health as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.