Valley Wealth Managers’s Outset Medical OM Stock Holding History

Valley Wealth Managers’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
2022 Q4	–	Sell	-2	Closed	-$564	–	430
2022 Q3	$0	Buy	+2	New	+$536	﹤0.01%	474

Other funds holding OM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Braidwell Stamford, Connecticut $3B AUM 46.72% 1-Year Est. Return

EHI

Eagle Health Investments Greenwich, Connecticut $572M AUM 67.49% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Valley Wealth Managers's OM Position: Q4 2022 in Review

Valley Wealth Managers sold out of Outset Medical (OM) in Q4 2022, closing a stake of 2 shares — an estimated $564 sold.

Valley Wealth Managers first reported a position in OM in Q3 2022 and held it in 1 quarter. The position peaked at $0 in Q3 2022. 152 funds tracked by Wall St. Rank hold OM as of Q4 2022.

Valley Wealth Managers reported no remaining Outset Medical position as of Q4 2022 after selling out during the quarter.
Valley Wealth Managers sold 2 Outset Medical shares in Q4 2022, an estimated $564.
Valley Wealth Managers first reported a position in Outset Medical in Q3 2022 and held it in 1 quarter.
Valley Wealth Managers's Outset Medical position peaked at $0 in Q3 2022.
152 funds tracked by Wall St. Rank held Outset Medical as of Q4 2022.

Based on Valley Wealth Managers's 13F filing for Q4 2022, filed 1 Feb 2023.