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Colonial Trust Advisors’s Outset Medical OM Stock Holding History

Colonial Trust Advisors’s Portfolio OM Stock Details OM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-2
Closed -$123 – 765
2024
Q2 		$123 Hold
2
– – ﹤0.01% 742
2024
Q1 		$71 Hold
2
– – ﹤0.01% 1011
2023
Q4 		$173 Hold
2
– – ﹤0.01% 875
2023
Q3 		$348 Hold
2
– – ﹤0.01% 848
2023
Q2 		$700 Hold
2
– – ﹤0.01% 822
2023
Q1 		$589 Hold
2
– – ﹤0.01% 826
2022
Q4 		$826 Buy
+2
New +$564 ﹤0.01% 808

Other funds holding OM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
GC
GMT Capital Atlanta, Georgia $2.19B AUM 72.3% 1-Year Est. Return
MIC
Mubadala Investment Company Abu Dhabi, United Arab Emirates $20.5B AUM 19.39% 1-Year Est. Return
Ensign Peak Advisors
Ensign Peak Advisors Salt Lake City, Utah $53.7B AUM 29.47% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.61B AUM 28.28% 1-Year Est. Return

Colonial Trust Advisors's OM Position: Q3 2024 in Review

Colonial Trust Advisors sold out of Outset Medical (OM) in Q3 2024, closing a stake of 2 shares — an estimated $123 sold.

Colonial Trust Advisors first reported a position in OM in Q4 2022 and held it in 7 quarters. The position peaked at $826 in Q4 2022. 78 funds tracked by Wall St. Rank hold OM as of Q3 2024.

  • Colonial Trust Advisors reported no remaining Outset Medical position as of Q3 2024 after selling out during the quarter.
  • Colonial Trust Advisors sold 2 Outset Medical shares in Q3 2024, an estimated $123.
  • Colonial Trust Advisors first reported a position in Outset Medical in Q4 2022 and held it in 7 quarters.
  • Colonial Trust Advisors's Outset Medical position peaked at $826 in Q4 2022.
  • 78 funds tracked by Wall St. Rank held Outset Medical as of Q3 2024.

Based on Colonial Trust Advisors's 13F filing for Q3 2024, filed 12 Nov 2024.