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IFP Advisors’s One Stop Systems OSS Stock Holding History

IFP Advisors’s Portfolio OSS Stock Details OSS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-2,000
Closed -$10K – 4766
2022
Q3 		$10K Hold
2,000
– – ﹤0.01% 3660
2022
Q2 		$10K Hold
2,000
– – ﹤0.01% 3416
2022
Q1 		$10K Buy
2,000
+1,000
+100% +$4.16K ﹤0.01% 3416
2021
Q4 		$5K Hold
1,000
– – ﹤0.01% 2500
2021
Q3 		$5K Hold
1,000
– – ﹤0.01% 2564
2021
Q2 		$6K Hold
1,000
– – ﹤0.01% 2412
2021
Q1 		$6K Hold
1,000
– – ﹤0.01% 2356
2020
Q4 		$4K Buy
+1,000
New +$2.6K ﹤0.01% 2418

Other funds holding OSS

LLL
Lynrock Lake LP Rye Brook, New York $1.46B AUM 17.55% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
HIM
Herald Investment Management London, United Kingdom $737M AUM 158.15% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
EIM
Essex Investment Management Boston, Massachusetts $632M AUM 95.36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

IFP Advisors's OSS Position: Q4 2022 in Review

IFP Advisors sold out of One Stop Systems (OSS) in Q4 2022, closing a stake of 2,000 shares — an estimated $10K sold.

IFP Advisors first reported a position in OSS in Q4 2020 and held it in 8 quarters. The position peaked at $10K in Q3 2022. 25 funds tracked by Wall St. Rank hold OSS as of Q4 2022.

  • IFP Advisors reported no remaining One Stop Systems position as of Q4 2022 after selling out during the quarter.
  • IFP Advisors sold 2,000 One Stop Systems shares in Q4 2022, an estimated $10K.
  • IFP Advisors first reported a position in One Stop Systems in Q4 2020 and held it in 8 quarters.
  • IFP Advisors's One Stop Systems position peaked at $10K in Q3 2022.
  • 25 funds tracked by Wall St. Rank held One Stop Systems as of Q4 2022.

Based on IFP Advisors's 13F filing for Q4 2022, filed 7 Feb 2023.