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IBEX Wealth Advisors’s Oscar Health OSCR Stock Holding History

IBEX Wealth Advisors’s Portfolio OSCR Stock Details OSCR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-3,000
Closed -$47.5K – 218
2024
Q2 		$47.5K Buy
+3,000
New +$55.1K 0.01% 162

Other funds holding OSCR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
DIG
Dragoneer Investment Group San Francisco, California $3B AUM 6.95% 1-Year Est. Return
DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TCMNY
Thrive Capital Management (New York) New York $344M AUM 25.6% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

IBEX Wealth Advisors's OSCR Position: Q3 2024 in Review

IBEX Wealth Advisors sold out of Oscar Health (OSCR) in Q3 2024, closing a stake of 3,000 shares — an estimated $47.5K sold.

IBEX Wealth Advisors first reported a position in OSCR in Q2 2024 and held it in 1 quarter. The position peaked at $47.5K in Q2 2024. 284 funds tracked by Wall St. Rank hold OSCR as of Q3 2024.

  • IBEX Wealth Advisors reported no remaining Oscar Health position as of Q3 2024 after selling out during the quarter.
  • IBEX Wealth Advisors sold 3,000 Oscar Health shares in Q3 2024, an estimated $47.5K.
  • IBEX Wealth Advisors first reported a position in Oscar Health in Q2 2024 and held it in 1 quarter.
  • IBEX Wealth Advisors's Oscar Health position peaked at $47.5K in Q2 2024.
  • 284 funds tracked by Wall St. Rank held Oscar Health as of Q3 2024.

Based on IBEX Wealth Advisors's 13F filing for Q3 2024, filed 4 Nov 2024.