HighMark Wealth Management’s Oak Street Health, Inc. OSH Stock Holding History

HighMark Wealth Management’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	-1,323	Closed	-$51.2K	–	631
2023 Q1	$51.2K	Buy	+1,323	New	+$42.7K	0.04%	133

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

HighMark Wealth Management's OSH Position: Q2 2023 in Review

HighMark Wealth Management sold out of Oak Street Health, Inc. (OSH) in Q2 2023, closing a stake of 1,323 shares — an estimated $51.2K sold.

HighMark Wealth Management first reported a position in OSH in Q1 2023 and held it in 1 quarter. The position peaked at $51.2K in Q1 2023. 3 funds tracked by Wall St. Rank hold OSH as of Q2 2023.

HighMark Wealth Management reported no remaining Oak Street Health, Inc. position as of Q2 2023 after selling out during the quarter.
HighMark Wealth Management sold 1,323 Oak Street Health, Inc. shares in Q2 2023, an estimated $51.2K.
HighMark Wealth Management first reported a position in Oak Street Health, Inc. in Q1 2023 and held it in 1 quarter.
HighMark Wealth Management's Oak Street Health, Inc. position peaked at $51.2K in Q1 2023.
3 funds tracked by Wall St. Rank held Oak Street Health, Inc. as of Q2 2023.

Based on HighMark Wealth Management's 13F filing for Q2 2023, filed 26 Jul 2023.