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Concord Wealth Partners’s OSI Systems OSIS Stock Holding History

Concord Wealth Partners’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
2022
Q2 		– Sell
-13
Closed -$1K – 1335
2022
Q1 		$1K Sell
13
-4
-24% -$336 ﹤0.01% 1230
2021
Q4 		$2K Buy
+17
New +$1.59K ﹤0.01% 1151

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Vanguard Group
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
NPIC
Neumeier Poma Investment Counsel Carmel, California $1.21B AUM 70.48% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Concord Wealth Partners's OSIS Position: Q2 2022 in Review

Concord Wealth Partners sold out of OSI Systems (OSIS) in Q2 2022, closing a stake of 13 shares — an estimated $1K sold.

Concord Wealth Partners first reported a position in OSIS in Q4 2021 and held it in 2 quarters. The position peaked at $2K in Q4 2021. 185 funds tracked by Wall St. Rank hold OSIS as of Q2 2022.

  • Concord Wealth Partners reported no remaining OSI Systems position as of Q2 2022 after selling out during the quarter.
  • Concord Wealth Partners sold 13 OSI Systems shares in Q2 2022, an estimated $1K.
  • Concord Wealth Partners first reported a position in OSI Systems in Q4 2021 and held it in 2 quarters.
  • Concord Wealth Partners's OSI Systems position peaked at $2K in Q4 2021.
  • 185 funds tracked by Wall St. Rank held OSI Systems as of Q2 2022.

Based on Concord Wealth Partners's 13F filing for Q2 2022, filed 4 Aug 2022.