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Wealthspire Advisors (Maryland)’s OSI Systems OSIS Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-46
Closed -$4K – 1531
2019
Q1 		$4K Hold
46
– – ﹤0.01% 1916
2018
Q4 		$3K Buy
46
+1
+2% +$72 ﹤0.01% 1967
2018
Q3 		$3K Buy
45
+9
+25% +$699 ﹤0.01% 2052
2018
Q2 		$3K Sell
36
-76
-68% -$5.31K ﹤0.01% 2030
2018
Q1 		$7K Sell
112
-32
-22% -$2.08K ﹤0.01% 1691
2017
Q4 		$9K Buy
144
+9
+7% +$756 ﹤0.01% 1634
2017
Q3 		$12K Buy
135
+4
+3% +$325 ﹤0.01% 1513
2017
Q2 		$10K Hold
131
– – ﹤0.01% 1537
2017
Q1 		$10K Buy
+131
New +$9.73K ﹤0.01% 1347
2016
Q2 		– Sell
-30
Closed -$2K – 1780
2016
Q1 		$2K Buy
+30
New +$1.99K ﹤0.01% 1542

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
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s OSIS Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of OSI Systems (OSIS) in Q2 2019, closing a stake of 46 shares — an estimated $4K sold.

Wealthspire Advisors (Maryland) first reported a position in OSIS in Q1 2016 and held it in 10 quarters. The position peaked at $12K in Q3 2017. 219 funds tracked by Wall St. Rank hold OSIS as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining OSI Systems position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 46 OSI Systems shares in Q2 2019, an estimated $4K.
  • Wealthspire Advisors (Maryland) first reported a position in OSI Systems in Q1 2016 and held it in 10 quarters.
  • Wealthspire Advisors (Maryland)'s OSI Systems position peaked at $12K in Q3 2017.
  • 219 funds tracked by Wall St. Rank held OSI Systems as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.