SFA
OSW icon

Sequoia Financial Advisors’s OneSpaWorld OSW Stock Holding History

Sequoia Financial Advisors’s Portfolio OSW Stock Details OSW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-41,165
Closed -$633K – 1349
2024
Q2 		$633K Buy
+41,165
New +$587K 0.01% 614

Other funds holding OSW

AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return
RIM
Ranger Investment Management Dallas, Texas $1.38B AUM 24.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
NSCM
New South Capital Management Memphis, Tennessee $2.09B AUM 33.67% 1-Year Est. Return

Sequoia Financial Advisors's OSW Position: Q3 2024 in Review

Sequoia Financial Advisors sold out of OneSpaWorld (OSW) in Q3 2024, closing a stake of 41,165 shares — an estimated $633K sold.

Sequoia Financial Advisors first reported a position in OSW in Q2 2024 and held it in 1 quarter. The position peaked at $633K in Q2 2024. 215 funds tracked by Wall St. Rank hold OSW as of Q3 2024.

  • Sequoia Financial Advisors reported no remaining OneSpaWorld position as of Q3 2024 after selling out during the quarter.
  • Sequoia Financial Advisors sold 41,165 OneSpaWorld shares in Q3 2024, an estimated $633K.
  • Sequoia Financial Advisors first reported a position in OneSpaWorld in Q2 2024 and held it in 1 quarter.
  • Sequoia Financial Advisors's OneSpaWorld position peaked at $633K in Q2 2024.
  • 215 funds tracked by Wall St. Rank held OneSpaWorld as of Q3 2024.

Based on Sequoia Financial Advisors's 13F filing for Q3 2024, filed 21 Oct 2024.