Kovack Advisors’s Outset Medical OM Stock Holding History

Kovack Advisors’s Portfolio OM Stock Details OM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-768	Closed	-$62.4K	–	566
2023 Q4	$62.4K	Sell	768 -374	-33%	-$30.4K	0.01%	563
2023 Q3	$186K	Buy	1,142 +219	+24%	+$51.7K	0.03%	498
2023 Q2	$303K	Buy	+923	New	+$282K	0.04%	412

Other funds holding OM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Braidwell Stamford, Connecticut $3B AUM 46.72% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Ensign Peak Advisors Salt Lake City, Utah $53.7B AUM 29.47% 1-Year Est. Return

MIC

Mubadala Investment Company Abu Dhabi, United Arab Emirates $20.5B AUM 19.39% 1-Year Est. Return

Kovack Advisors's OM Position: Q1 2024 in Review

Kovack Advisors sold out of Outset Medical (OM) in Q1 2024, closing a stake of 768 shares — an estimated $62.4K sold.

Kovack Advisors first reported a position in OM in Q2 2023 and held it in 3 quarters. The position peaked at $303K in Q2 2023. 114 funds tracked by Wall St. Rank hold OM as of Q1 2024.

Kovack Advisors reported no remaining Outset Medical position as of Q1 2024 after selling out during the quarter.
Kovack Advisors sold 768 Outset Medical shares in Q1 2024, an estimated $62.4K.
Kovack Advisors first reported a position in Outset Medical in Q2 2023 and held it in 3 quarters.
Kovack Advisors's Outset Medical position peaked at $303K in Q2 2023.
114 funds tracked by Wall St. Rank held Outset Medical as of Q1 2024.

Based on Kovack Advisors's 13F filing for Q1 2024, filed 19 Apr 2024.