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Spire Wealth Management’s Outset Medical OM Stock Holding History

Spire Wealth Management’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
2022
Q1 		– Sell
-2
Closed -$1K – 2769
2021
Q4 		$1K Buy
+2
New +$1.48K ﹤0.01% 2881

Other funds holding OM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PHS
PFM Health Sciences San Francisco, California $1.1B AUM 57.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
BG
Bellevue Group Kuesnacht, Switzerland $4.2B AUM 54.85% 1-Year Est. Return

Spire Wealth Management's OM Position: Q1 2022 in Review

Spire Wealth Management sold out of Outset Medical (OM) in Q1 2022, closing a stake of 2 shares — an estimated $1K sold.

Spire Wealth Management first reported a position in OM in Q4 2021 and held it in 1 quarter. The position peaked at $1K in Q4 2021. 152 funds tracked by Wall St. Rank hold OM as of Q1 2022.

  • Spire Wealth Management reported no remaining Outset Medical position as of Q1 2022 after selling out during the quarter.
  • Spire Wealth Management sold 2 Outset Medical shares in Q1 2022, an estimated $1K.
  • Spire Wealth Management first reported a position in Outset Medical in Q4 2021 and held it in 1 quarter.
  • Spire Wealth Management's Outset Medical position peaked at $1K in Q4 2021.
  • 152 funds tracked by Wall St. Rank held Outset Medical as of Q1 2022.

Based on Spire Wealth Management's 13F filing for Q1 2022, filed 18 Apr 2022.