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TCI Wealth Advisors’s OSI Systems OSIS Stock Holding History

TCI Wealth Advisors’s Portfolio OSIS Stock Details OSIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-61
Closed -$4K – 2611
2022
Q3 		$4K Buy
+61
New +$5.34K ﹤0.01% 1654
2020
Q1 		– Sell
-34
Closed -$3K – 1679
2019
Q4 		$3K Buy
+34
New +$3.36K ﹤0.01% 1038
2016
Q2 		– Sell
-22
Closed -$1K – 1358
2016
Q1 		$1K Buy
+22
New +$1.46K ﹤0.01% 1124

Other funds holding OSIS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
NPIC
Neumeier Poma Investment Counsel Carmel, California $1.21B AUM 70.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

TCI Wealth Advisors's OSIS Position: Q4 2022 in Review

TCI Wealth Advisors sold out of OSI Systems (OSIS) in Q4 2022, closing a stake of 61 shares — an estimated $4K sold.

TCI Wealth Advisors first reported a position in OSIS in Q1 2016 and held it in 3 quarters. The position peaked at $4K in Q3 2022. 189 funds tracked by Wall St. Rank hold OSIS as of Q4 2022.

  • TCI Wealth Advisors reported no remaining OSI Systems position as of Q4 2022 after selling out during the quarter.
  • TCI Wealth Advisors sold 61 OSI Systems shares in Q4 2022, an estimated $4K.
  • TCI Wealth Advisors first reported a position in OSI Systems in Q1 2016 and held it in 3 quarters.
  • TCI Wealth Advisors's OSI Systems position peaked at $4K in Q3 2022.
  • 189 funds tracked by Wall St. Rank held OSI Systems as of Q4 2022.

Based on TCI Wealth Advisors's 13F filing for Q4 2022, filed 7 Feb 2023.