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O'Brien Wealth Partners’s Haemonetics HAE Stock Holding History

O'Brien Wealth Partners’s Portfolio HAE Stock Details HAE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-2,905
Closed -$228K – 61
2022
Q4 		$228K Sell
2,905
-837
-22% -$67.3K 0.09% 41
2022
Q3 		$277K Hold
3,742
– – 0.12% 39
2022
Q2 		$244K Buy
+3,742
New +$221K 0.1% 40

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O'Brien Wealth Partners's HAE Position: Q1 2023 in Review

O'Brien Wealth Partners sold out of Haemonetics (HAE) in Q1 2023, closing a stake of 2,905 shares — an estimated $228K sold.

O'Brien Wealth Partners first reported a position in HAE in Q2 2022 and held it in 3 quarters. The position peaked at $277K in Q3 2022. 300 funds tracked by Wall St. Rank hold HAE as of Q1 2023.

  • O'Brien Wealth Partners reported no remaining Haemonetics position as of Q1 2023 after selling out during the quarter.
  • O'Brien Wealth Partners sold 2,905 Haemonetics shares in Q1 2023, an estimated $228K.
  • O'Brien Wealth Partners first reported a position in Haemonetics in Q2 2022 and held it in 3 quarters.
  • O'Brien Wealth Partners's Haemonetics position peaked at $277K in Q3 2022.
  • 300 funds tracked by Wall St. Rank held Haemonetics as of Q1 2023.

Based on O'Brien Wealth Partners's 13F filing for Q1 2023, filed 8 May 2023.