Clearview Wealth Advisors’s Oak Street Health, Inc. OSH Stock Holding History

Clearview Wealth Advisors’s Portfolio OSH Stock Details OSH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-60	Closed	-$2.32K	–	742
2023 Q1	$2.32K	Buy	+60	New	+$1.94K	﹤0.01%	501

Other funds holding OSH

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return

Clearview Wealth Advisors's OSH Position: Q2 2023 in Review

Clearview Wealth Advisors sold out of Oak Street Health, Inc. (OSH) in Q2 2023, closing a stake of 60 shares — an estimated $2.32K sold.

Clearview Wealth Advisors first reported a position in OSH in Q1 2023 and held it in 1 quarter. The position peaked at $2.32K in Q1 2023. 3 funds tracked by Wall St. Rank hold OSH as of Q2 2023.

Clearview Wealth Advisors reported no remaining Oak Street Health, Inc. position as of Q2 2023 after selling out during the quarter.
Clearview Wealth Advisors sold 60 Oak Street Health, Inc. shares in Q2 2023, an estimated $2.32K.
Clearview Wealth Advisors first reported a position in Oak Street Health, Inc. in Q1 2023 and held it in 1 quarter.
Clearview Wealth Advisors's Oak Street Health, Inc. position peaked at $2.32K in Q1 2023.
3 funds tracked by Wall St. Rank held Oak Street Health, Inc. as of Q2 2023.

Based on Clearview Wealth Advisors's 13F filing for Q2 2023, filed 7 Aug 2023.