RFP
OSA

Root Financial Partners’s ProSomnus, Inc. Common Stock OSA Stock Holding History

Root Financial Partners’s Portfolio OSA Stock Details OSA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-63,035
Closed -$61.8K – 102
2023
Q4 		$61.8K Hold
63,035
– – 0.02% 79
2023
Q3 		$65.6K Buy
63,035
+48,035
+320% +$72.5K 0.03% 65
2023
Q2 		$46.5K Buy
+15,000
New +$71.9K 0.03% 62

Other funds holding OSA

FFP
Forbes Financial Planning East Greenwich, Rhode Island $186M AUM 16.8% 1-Year Est. Return
PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $6.07B AUM 34.81% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LC
Littlejohn & Co Greenwich, Connecticut $78.6M AUM 1.93% 1-Year Est. Return
LL
LPWM LLC Minneapolis, Minnesota $451M AUM 18.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return
TWM
Tradition Wealth Management Edina, Minnesota $1.64B AUM 26.59% 1-Year Est. Return
PC
Periscope Capital Toronto, Ontario, Canada $1.14B AUM 6.91% 1-Year Est. Return

Root Financial Partners's OSA Position: Q1 2024 in Review

Root Financial Partners sold out of ProSomnus, Inc. Common Stock (OSA) in Q1 2024, closing a stake of 63,035 shares — an estimated $61.8K sold.

Root Financial Partners first reported a position in OSA in Q2 2023 and held it in 3 quarters. The position peaked at $65.6K in Q3 2023. 27 funds tracked by Wall St. Rank hold OSA as of Q1 2024.

  • Root Financial Partners reported no remaining ProSomnus, Inc. Common Stock position as of Q1 2024 after selling out during the quarter.
  • Root Financial Partners sold 63,035 ProSomnus, Inc. Common Stock shares in Q1 2024, an estimated $61.8K.
  • Root Financial Partners first reported a position in ProSomnus, Inc. Common Stock in Q2 2023 and held it in 3 quarters.
  • Root Financial Partners's ProSomnus, Inc. Common Stock position peaked at $65.6K in Q3 2023.
  • 27 funds tracked by Wall St. Rank held ProSomnus, Inc. Common Stock as of Q1 2024.

Based on Root Financial Partners's 13F filing for Q1 2024, filed 24 Apr 2024.