RPWA
OSH

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

Regent Peak 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
2021
Q1 		– Sell
-3
Closed – – 1088
2020
Q4 		$0 Buy
+3
New +$157 ﹤0.01% 1152

Other funds holding OSH

GA
General Atlantic New York $2.15B AUM 35.02% 1-Year Est. Return
NP
Newlight Partners New York $3.9M AUM 96.05% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
RG
Redmile Group San Francisco, California $1.51B AUM 164.17% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Regent Peak Wealth Advisors's OSH Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of Oak Street Health, Inc. (OSH) in Q1 2021, closing a stake of 3 shares.

Regent Peak Wealth Advisors first reported a position in OSH in Q4 2020 and held it in 1 quarter. The position peaked at $0 in Q4 2020. 177 funds tracked by Wall St. Rank hold OSH as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining Oak Street Health, Inc. position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 3 Oak Street Health, Inc. shares in Q1 2021.
  • Regent Peak Wealth Advisors first reported a position in Oak Street Health, Inc. in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's Oak Street Health, Inc. position peaked at $0 in Q4 2020.
  • 177 funds tracked by Wall St. Rank held Oak Street Health, Inc. as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.