EverSource Wealth Advisors’s Oak Street Health, Inc. OSH Stock Holding History

EverSource Wealth Advisors’s Portfolio OSH Stock Details OSH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-505	Closed	-$19.5K	–	2643
2023 Q1	$19.5K	Buy	+505	New	+$16.3K	﹤0.01%	1091
2022 Q1	–	Sell	-161	Closed	-$5K	–	1901
2021 Q4	$5K	Buy	+161	New	+$6.09K	﹤0.01%	1295

Other funds holding OSH

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return

EverSource Wealth Advisors's OSH Position: Q2 2023 in Review

EverSource Wealth Advisors sold out of Oak Street Health, Inc. (OSH) in Q2 2023, closing a stake of 505 shares — an estimated $19.5K sold.

EverSource Wealth Advisors first reported a position in OSH in Q4 2021 and held it in 2 quarters. The position peaked at $19.5K in Q1 2023. 3 funds tracked by Wall St. Rank hold OSH as of Q2 2023.

EverSource Wealth Advisors reported no remaining Oak Street Health, Inc. position as of Q2 2023 after selling out during the quarter.
EverSource Wealth Advisors sold 505 Oak Street Health, Inc. shares in Q2 2023, an estimated $19.5K.
EverSource Wealth Advisors first reported a position in Oak Street Health, Inc. in Q4 2021 and held it in 2 quarters.
EverSource Wealth Advisors's Oak Street Health, Inc. position peaked at $19.5K in Q1 2023.
3 funds tracked by Wall St. Rank held Oak Street Health, Inc. as of Q2 2023.

Based on EverSource Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.