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

JFS Wealth 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 Q2	–	Sell	-20	Closed	-$774	–	2024
2023 Q1	$774	Buy	20 +12	+150%	+$387	﹤0.01%	1645
2022 Q4	$172	Buy	+8	New	+$167	﹤0.01%	1842

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

JFS Wealth Advisors's OSH Position: Q2 2023 in Review

JFS Wealth Advisors sold out of Oak Street Health, Inc. (OSH) in Q2 2023, closing a stake of 20 shares — an estimated $774 sold.

JFS Wealth Advisors first reported a position in OSH in Q4 2022 and held it in 2 quarters. The position peaked at $774 in Q1 2023. 3 funds tracked by Wall St. Rank hold OSH as of Q2 2023.

JFS Wealth Advisors reported no remaining Oak Street Health, Inc. position as of Q2 2023 after selling out during the quarter.
JFS Wealth Advisors sold 20 Oak Street Health, Inc. shares in Q2 2023, an estimated $774.
JFS Wealth Advisors first reported a position in Oak Street Health, Inc. in Q4 2022 and held it in 2 quarters.
JFS Wealth Advisors's Oak Street Health, Inc. position peaked at $774 in Q1 2023.
3 funds tracked by Wall St. Rank held Oak Street Health, Inc. as of Q2 2023.

Based on JFS Wealth Advisors's 13F filing for Q2 2023, filed 7 Aug 2023.