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

IFP 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 Q3	–	Sell	-63	Closed	-$2.46K	–	3623
2023 Q2	$2.46K	Hold	63	–	–	﹤0.01%	2811
2023 Q1	$2.52K	Sell	63 -2	-3%	-$65	﹤0.01%	2820
2022 Q4	$4K	Buy	65 +5	+8%	+$105	﹤0.01%	3962
2022 Q3	$3K	Buy	+60	New	+$1.59K	﹤0.01%	4294
2022 Q1	–	Sell	-419	Closed	-$14K	–	4613
2021 Q4	$14K	Hold	419	–	–	﹤0.01%	2109
2021 Q3	$19K	Buy	+419	New	+$22.5K	﹤0.01%	2020
2021 Q1	–	Sell	-90	Closed	-$5.01K	–	3281
2020 Q4	$6K	Buy	+90	New	+$4.72K	﹤0.01%	2279

IFP Advisors's OSH Position: Q3 2023 in Review

IFP Advisors sold out of Oak Street Health, Inc. (OSH) in Q3 2023, closing a stake of 63 shares — an estimated $2.46K sold.

IFP Advisors first reported a position in OSH in Q4 2020 and held it in 7 quarters. The position peaked at $19K in Q3 2021. 0 funds tracked by Wall St. Rank hold OSH as of Q3 2023.

IFP Advisors reported no remaining Oak Street Health, Inc. position as of Q3 2023 after selling out during the quarter.
IFP Advisors sold 63 Oak Street Health, Inc. shares in Q3 2023, an estimated $2.46K.
IFP Advisors first reported a position in Oak Street Health, Inc. in Q4 2020 and held it in 7 quarters.
IFP Advisors's Oak Street Health, Inc. position peaked at $19K in Q3 2021.
0 funds tracked by Wall St. Rank held Oak Street Health, Inc. as of Q3 2023.

Based on IFP Advisors's 13F filing for Q3 2023, filed 12 Oct 2023.