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

TCI 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
2023 Q2	–	Sell	-36	Closed	-$1.39K	–	2495
2023 Q1	$1.39K	Buy	36 +2	+6%	+$65	﹤0.01%	2055
2022 Q4	$731	Buy	34 +1	+3%	+$21	﹤0.01%	2167
2022 Q3	$1K	Hold	33	–	–	﹤0.01%	2216
2022 Q2	$1K	Buy	+33	New	+$641	﹤0.01%	2238
2021 Q4	–	Sell	-8	Closed	–	–	2594
2021 Q3	$0	Hold	8	–	–	﹤0.01%	2646
2021 Q2	$0	Hold	8	–	–	﹤0.01%	2514
2021 Q1	$0	Buy	+8	New	+$445	﹤0.01%	2268

Other funds holding OSH

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return

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

TCI Wealth Advisors sold out of Oak Street Health, Inc. (OSH) in Q2 2023, closing a stake of 36 shares — an estimated $1.39K sold.

TCI Wealth Advisors first reported a position in OSH in Q1 2021 and held it in 7 quarters. The position peaked at $1.39K in Q1 2023. 3 funds tracked by Wall St. Rank hold OSH as of Q2 2023.

TCI Wealth Advisors reported no remaining Oak Street Health, Inc. position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 36 Oak Street Health, Inc. shares in Q2 2023, an estimated $1.39K.
TCI Wealth Advisors first reported a position in Oak Street Health, Inc. in Q1 2021 and held it in 7 quarters.
TCI Wealth Advisors's Oak Street Health, Inc. position peaked at $1.39K in Q1 2023.
3 funds tracked by Wall St. Rank held Oak Street Health, Inc. as of Q2 2023.

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