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First Trust Direct Indexing’s OraSure Technologies OSUR Stock Holding History

First Trust Direct Indexing’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
2021
Q1 		– Sell
-413
Closed -$4K – 805
2020
Q4 		$4K Buy
+413
New +$5.42K ﹤0.01% 1050

Other funds holding OSUR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
ACM
American Capital Management New York $2.23B AUM 28.03% 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 $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Waddell & Reed Financial
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

First Trust Direct Indexing's OSUR Position: Q1 2021 in Review

First Trust Direct Indexing sold out of OraSure Technologies (OSUR) in Q1 2021, closing a stake of 413 shares — an estimated $4K sold.

First Trust Direct Indexing first reported a position in OSUR in Q4 2020 and held it in 1 quarter. The position peaked at $4K in Q4 2020. 196 funds tracked by Wall St. Rank hold OSUR as of Q1 2021.

  • First Trust Direct Indexing reported no remaining OraSure Technologies position as of Q1 2021 after selling out during the quarter.
  • First Trust Direct Indexing sold 413 OraSure Technologies shares in Q1 2021, an estimated $4K.
  • First Trust Direct Indexing first reported a position in OraSure Technologies in Q4 2020 and held it in 1 quarter.
  • First Trust Direct Indexing's OraSure Technologies position peaked at $4K in Q4 2020.
  • 196 funds tracked by Wall St. Rank held OraSure Technologies as of Q1 2021.

Based on First Trust Direct Indexing's 13F filing for Q1 2021, filed 14 Apr 2021.