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TRUE Private Wealth Advisors’s Outset Medical OM Stock Holding History

TRUE Private 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
2021
Q1 		– Sell
-2
Closed -$1K – 551
2020
Q4 		$1K Buy
+2
New +$1.54K ﹤0.01% 713

Other funds holding OM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WP
Warburg Pincus New York $343M AUM 18.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
DCP
D1 Capital Partners New York $11.2B AUM 15.78% 1-Year Est. Return
PHS
PFM Health Sciences San Francisco, California $1.1B AUM 57.92% 1-Year Est. Return
PA
Perceptive Advisors New York $5.12B AUM 314.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

TRUE Private Wealth Advisors's OM Position: Q1 2021 in Review

TRUE Private Wealth Advisors sold out of Outset Medical (OM) in Q1 2021, closing a stake of 2 shares — an estimated $1K sold.

TRUE Private Wealth Advisors first reported a position in OM in Q4 2020 and held it in 1 quarter. The position peaked at $1K in Q4 2020. 111 funds tracked by Wall St. Rank hold OM as of Q1 2021.

  • TRUE Private Wealth Advisors reported no remaining Outset Medical position as of Q1 2021 after selling out during the quarter.
  • TRUE Private Wealth Advisors sold 2 Outset Medical shares in Q1 2021, an estimated $1K.
  • TRUE Private Wealth Advisors first reported a position in Outset Medical in Q4 2020 and held it in 1 quarter.
  • TRUE Private Wealth Advisors's Outset Medical position peaked at $1K in Q4 2020.
  • 111 funds tracked by Wall St. Rank held Outset Medical as of Q1 2021.

Based on TRUE Private Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.