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CM Wealth Advisors’s OraSure Technologies OSUR Stock Holding History

CM Wealth Advisors’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
Q2 		– Sell
-47,706
Closed -$317K – 350
2023
Q1 		$317K Buy
+47,706
New +$269K 0.06% 309

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
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

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

CM Wealth Advisors sold out of OraSure Technologies (OSUR) in Q2 2023, closing a stake of 47,706 shares — an estimated $317K sold.

CM Wealth Advisors first reported a position in OSUR in Q1 2023 and held it in 1 quarter. The position peaked at $317K in Q1 2023. 205 funds tracked by Wall St. Rank hold OSUR as of Q2 2023.

  • CM Wealth Advisors reported no remaining OraSure Technologies position as of Q2 2023 after selling out during the quarter.
  • CM Wealth Advisors sold 47,706 OraSure Technologies shares in Q2 2023, an estimated $317K.
  • CM Wealth Advisors first reported a position in OraSure Technologies in Q1 2023 and held it in 1 quarter.
  • CM Wealth Advisors's OraSure Technologies position peaked at $317K in Q1 2023.
  • 205 funds tracked by Wall St. Rank held OraSure Technologies as of Q2 2023.

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