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Valeo Financial Advisors’s Outset Medical OM Stock Holding History

Valeo Financial 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
2024
Q1 		– Sell
-1,444
Closed -$117K – 698
2023
Q4 		$117K Buy
+1,444
New +$117K ﹤0.01% 608
2021
Q2 		– Sell
-21
Closed -$17K – 1389
2021
Q1 		$17K Buy
21
+20
+2,000% +$15.4K ﹤0.01% 1229
2020
Q4 		$1K Hold
1
– – ﹤0.01% 1596
2020
Q3 		$1K Buy
+1
New +$821 ﹤0.01% 1502

Other funds holding OM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
B
Braidwell Stamford, Connecticut $3B AUM 46.72% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Ensign Peak Advisors
Ensign Peak Advisors Salt Lake City, Utah $53.7B AUM 29.47% 1-Year Est. Return
MIC
Mubadala Investment Company Abu Dhabi, United Arab Emirates $20.5B AUM 19.39% 1-Year Est. Return

Valeo Financial Advisors's OM Position: Q1 2024 in Review

Valeo Financial Advisors sold out of Outset Medical (OM) in Q1 2024, closing a stake of 1,444 shares — an estimated $117K sold.

Valeo Financial Advisors first reported a position in OM in Q3 2020 and held it in 4 quarters. The position peaked at $117K in Q4 2023. 114 funds tracked by Wall St. Rank hold OM as of Q1 2024.

  • Valeo Financial Advisors reported no remaining Outset Medical position as of Q1 2024 after selling out during the quarter.
  • Valeo Financial Advisors sold 1,444 Outset Medical shares in Q1 2024, an estimated $117K.
  • Valeo Financial Advisors first reported a position in Outset Medical in Q3 2020 and held it in 4 quarters.
  • Valeo Financial Advisors's Outset Medical position peaked at $117K in Q4 2023.
  • 114 funds tracked by Wall St. Rank held Outset Medical as of Q1 2024.

Based on Valeo Financial Advisors's 13F filing for Q1 2024, filed 19 Apr 2024.