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TCI Wealth Advisors’s Outset Medical OM Stock Holding History

TCI Wealth Advisors’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
2023
Q2 		– Sell
-11
Closed -$3K – 1575
2023
Q1 		$3K Buy
+11
New +$4.04K ﹤0.01% 1851
2022
Q4 		– Sell
-14
Closed -$3K – 2607
2022
Q3 		$3K Hold
14
– – ﹤0.01% 1809
2022
Q2 		$3K Buy
14
+8
+133% +$3.44K ﹤0.01% 1852
2022
Q1 		$4K Hold
6
– – ﹤0.01% 1753
2021
Q4 		$4K Hold
6
– – ﹤0.01% 1864
2021
Q3 		$5K Buy
6
+3
+100% +$2.04K ﹤0.01% 1626
2021
Q2 		$2K Buy
3
+2
+200% +$1.53K ﹤0.01% 2057
2021
Q1 		$1K Hold
1
– – ﹤0.01% 2096
2020
Q4 		$1K Hold
1
– – ﹤0.01% 1423
2020
Q3 		$1K Buy
+1
New +$821 ﹤0.01% 1381

Other funds holding OM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BG
Bellevue Group Kuesnacht, Switzerland $4.2B AUM 54.85% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
B
Braidwell Stamford, Connecticut $3B AUM 46.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

TCI Wealth Advisors's OM Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Outset Medical (OM) in Q2 2023, closing a stake of 11 shares — an estimated $3K sold.

TCI Wealth Advisors first reported a position in OM in Q3 2020 and held it in 10 quarters. The position peaked at $5K in Q3 2021. 154 funds tracked by Wall St. Rank hold OM as of Q2 2023.

  • TCI Wealth Advisors reported no remaining Outset Medical position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 11 Outset Medical shares in Q2 2023, an estimated $3K.
  • TCI Wealth Advisors first reported a position in Outset Medical in Q3 2020 and held it in 10 quarters.
  • TCI Wealth Advisors's Outset Medical position peaked at $5K in Q3 2021.
  • 154 funds tracked by Wall St. Rank held Outset Medical as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.