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Concord Wealth Partners’s Outset Medical OM Stock Holding History

Concord Wealth Partners’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
2023
Q3 		– Sell
-3
Closed -$1.05K – 1061
2023
Q2 		$1.05K Hold
3
– – ﹤0.01% 944
2023
Q1 		$883 Hold
3
– – ﹤0.01% 906
2022
Q4 		$1.24K Buy
+3
New +$846 ﹤0.01% 1024

Other funds holding OM

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BG
Bellevue Group Kuesnacht, Switzerland $4.2B AUM 54.85% 1-Year Est. Return
B
Braidwell Stamford, Connecticut $3B AUM 46.72% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Concord Wealth Partners's OM Position: Q3 2023 in Review

Concord Wealth Partners sold out of Outset Medical (OM) in Q3 2023, closing a stake of 3 shares — an estimated $1.05K sold.

Concord Wealth Partners first reported a position in OM in Q4 2022 and held it in 3 quarters. The position peaked at $1.24K in Q4 2022. 152 funds tracked by Wall St. Rank hold OM as of Q3 2023.

  • Concord Wealth Partners reported no remaining Outset Medical position as of Q3 2023 after selling out during the quarter.
  • Concord Wealth Partners sold 3 Outset Medical shares in Q3 2023, an estimated $1.05K.
  • Concord Wealth Partners first reported a position in Outset Medical in Q4 2022 and held it in 3 quarters.
  • Concord Wealth Partners's Outset Medical position peaked at $1.24K in Q4 2022.
  • 152 funds tracked by Wall St. Rank held Outset Medical as of Q3 2023.

Based on Concord Wealth Partners's 13F filing for Q3 2023, filed 25 Oct 2023.