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Freedom Wealth Alliance’s OraSure Technologies OSUR Stock Holding History

Freedom Wealth Alliance’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
2023
Q3 		– Sell
-25,232
Closed -$119K – 62
2023
Q2 		$119K Sell
25,232
-452
-2% -$2.71K 0.17% 64
2023
Q1 		$155K Buy
25,684
+225
+0.9% +$1.27K 0.23% 60
2022
Q4 		$123K Buy
+25,459
New +$117K 0.17% 79

Other funds holding OSUR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CCM
Camber Capital Management Boston, Massachusetts $1.07B AUM 8.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CC
Cannell Capital Alta, Wyoming $163M AUM 40.62% 1-Year Est. Return
ACM
American Capital Management New York $1.86B AUM 20.23% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Freedom Wealth Alliance's OSUR Position: Q3 2023 in Review

Freedom Wealth Alliance sold out of OraSure Technologies (OSUR) in Q3 2023, closing a stake of 25,232 shares — an estimated $119K sold.

Freedom Wealth Alliance first reported a position in OSUR in Q4 2022 and held it in 3 quarters. The position peaked at $155K in Q1 2023. 210 funds tracked by Wall St. Rank hold OSUR as of Q3 2023.

  • Freedom Wealth Alliance reported no remaining OraSure Technologies position as of Q3 2023 after selling out during the quarter.
  • Freedom Wealth Alliance sold 25,232 OraSure Technologies shares in Q3 2023, an estimated $119K.
  • Freedom Wealth Alliance first reported a position in OraSure Technologies in Q4 2022 and held it in 3 quarters.
  • Freedom Wealth Alliance's OraSure Technologies position peaked at $155K in Q1 2023.
  • 210 funds tracked by Wall St. Rank held OraSure Technologies as of Q3 2023.

Based on Freedom Wealth Alliance's 13F filing for Q3 2023, filed 30 Oct 2023.