CM Wealth Advisors’s OSI Systems OSIS Stock Holding History

CM Wealth Advisors’s Portfolio OSIS Stock Details OSIS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-2,568	Closed	-$263K	–	349
2023 Q1	$263K	Buy	+2,568	New	+$238K	0.05%	338

Other funds holding OSIS

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

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

NPIC

Neumeier Poma Investment Counsel Carmel, California $1.21B AUM 70.48% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

CM Wealth Advisors's OSIS Position: Q2 2023 in Review

CM Wealth Advisors sold out of OSI Systems (OSIS) in Q2 2023, closing a stake of 2,568 shares — an estimated $263K sold.

CM Wealth Advisors first reported a position in OSIS in Q1 2023 and held it in 1 quarter. The position peaked at $263K in Q1 2023. 209 funds tracked by Wall St. Rank hold OSIS as of Q2 2023.

CM Wealth Advisors reported no remaining OSI Systems position as of Q2 2023 after selling out during the quarter.
CM Wealth Advisors sold 2,568 OSI Systems shares in Q2 2023, an estimated $263K.
CM Wealth Advisors first reported a position in OSI Systems in Q1 2023 and held it in 1 quarter.
CM Wealth Advisors's OSI Systems position peaked at $263K in Q1 2023.
209 funds tracked by Wall St. Rank held OSI Systems as of Q2 2023.

Based on CM Wealth Advisors's 13F filing for Q2 2023, filed 15 Aug 2023.