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Northeast Financial Consultants’s Oscar Health OSCR Stock Holding History

Northeast Financial Consultants’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
2022
Q4 		– Sell
-55,000
Closed -$274K – 345
2022
Q3 		$274K Hold
55,000
– – 0.02% 274
2022
Q2 		$234K Hold
55,000
– – 0.02% 294
2022
Q1 		$548K Hold
55,000
– – 0.03% 215
2021
Q4 		$432K Buy
+55,000
New +$691K 0.03% 233

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VS
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Vanguard Group
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TCMNY
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Millennium Management
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Northeast Financial Consultants's OSCR Position: Q4 2022 in Review

Northeast Financial Consultants sold out of Oscar Health (OSCR) in Q4 2022, closing a stake of 55,000 shares — an estimated $274K sold.

Northeast Financial Consultants first reported a position in OSCR in Q4 2021 and held it in 4 quarters. The position peaked at $548K in Q1 2022. 133 funds tracked by Wall St. Rank hold OSCR as of Q4 2022.

  • Northeast Financial Consultants reported no remaining Oscar Health position as of Q4 2022 after selling out during the quarter.
  • Northeast Financial Consultants sold 55,000 Oscar Health shares in Q4 2022, an estimated $274K.
  • Northeast Financial Consultants first reported a position in Oscar Health in Q4 2021 and held it in 4 quarters.
  • Northeast Financial Consultants's Oscar Health position peaked at $548K in Q1 2022.
  • 133 funds tracked by Wall St. Rank held Oscar Health as of Q4 2022.

Based on Northeast Financial Consultants's 13F filing for Q4 2022, filed 13 Feb 2023.