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CarsonAllaria Wealth Management’s OraSure Technologies OSUR Stock Holding History

CarsonAllaria Wealth Management’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
2023
Q3 		– Sell
-1,500
Closed -$7.51K – 395
2023
Q2 		$7.51K Hold
1,500
– – 0.01% 241
2023
Q1 		$9.07K Hold
1,500
– – 0.01% 221
2022
Q4 		$7K Hold
1,500
– – 0.01% 215
2022
Q3 		$6K Hold
1,500
– – 0.01% 217
2022
Q2 		$4K Hold
1,500
– – ﹤0.01% 252
2022
Q1 		$10K Hold
1,500
– – 0.01% 200
2021
Q4 		$13K Buy
+1,500
New +$14.8K 0.01% 195

Other funds holding OSUR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CCM
Camber Capital Management Boston, Massachusetts $1.07B AUM 8.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CC
Cannell Capital Alta, Wyoming $163M AUM 40.62% 1-Year Est. Return
ACM
American Capital Management New York $1.86B AUM 20.23% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

CarsonAllaria Wealth Management's OSUR Position: Q3 2023 in Review

CarsonAllaria Wealth Management sold out of OraSure Technologies (OSUR) in Q3 2023, closing a stake of 1,500 shares — an estimated $7.51K sold.

CarsonAllaria Wealth Management first reported a position in OSUR in Q4 2021 and held it in 7 quarters. The position peaked at $13K in Q4 2021. 210 funds tracked by Wall St. Rank hold OSUR as of Q3 2023.

  • CarsonAllaria Wealth Management reported no remaining OraSure Technologies position as of Q3 2023 after selling out during the quarter.
  • CarsonAllaria Wealth Management sold 1,500 OraSure Technologies shares in Q3 2023, an estimated $7.51K.
  • CarsonAllaria Wealth Management first reported a position in OraSure Technologies in Q4 2021 and held it in 7 quarters.
  • CarsonAllaria Wealth Management's OraSure Technologies position peaked at $13K in Q4 2021.
  • 210 funds tracked by Wall St. Rank held OraSure Technologies as of Q3 2023.

Based on CarsonAllaria Wealth Management's 13F filing for Q3 2023, filed 9 Nov 2023.