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Private Wealth Management Group’s Outset Medical OM Stock Holding History

Private Wealth Management Group’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
Q2 		– Sell
-26
Closed -$860 – 1584
2024
Q1 		$860 Hold
26
– – ﹤0.01% 1314
2023
Q4 		$2.09K Buy
+26
New +$2.12K ﹤0.01% 960

Other funds holding OM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
GC
GMT Capital Atlanta, Georgia $2.19B AUM 72.3% 1-Year Est. Return
MIC
Mubadala Investment Company Abu Dhabi, United Arab Emirates $20.5B AUM 19.39% 1-Year Est. Return

Private Wealth Management Group's OM Position: Q2 2024 in Review

Private Wealth Management Group sold out of Outset Medical (OM) in Q2 2024, closing a stake of 26 shares — an estimated $860 sold.

Private Wealth Management Group first reported a position in OM in Q4 2023 and held it in 2 quarters. The position peaked at $2.09K in Q4 2023. 122 funds tracked by Wall St. Rank hold OM as of Q2 2024.

  • Private Wealth Management Group reported no remaining Outset Medical position as of Q2 2024 after selling out during the quarter.
  • Private Wealth Management Group sold 26 Outset Medical shares in Q2 2024, an estimated $860.
  • Private Wealth Management Group first reported a position in Outset Medical in Q4 2023 and held it in 2 quarters.
  • Private Wealth Management Group's Outset Medical position peaked at $2.09K in Q4 2023.
  • 122 funds tracked by Wall St. Rank held Outset Medical as of Q2 2024.

Based on Private Wealth Management Group's 13F filing for Q2 2024, filed 13 Aug 2024.