Wealthspire Advisors (New York)’s Oak Street Health, Inc. OSH Stock Holding History

Wealthspire Advisors (New York)’s Portfolio OSH Stock Details OSH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-10,000	Closed	-$387K	–	575
2023 Q1	$387K	Sell	10,000 -35	-0.3%	-$1.13K	0.01%	394
2022 Q4	$216K	Buy	10,035 +35	+0.4%	+$732	﹤0.01%	525
2022 Q3	$245K	Hold	10,000	–	–	0.01%	444
2022 Q2	$164K	Buy	+10,000	New	+$194K	﹤0.01%	476
2021 Q4	–	Sell	-10,000	Closed	-$425K	–	641
2021 Q3	$425K	Buy	+10,000	New	+$537K	0.01%	391

Other funds holding OSH

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return

Wealthspire Advisors (New York)'s OSH Position: Q2 2023 in Review

Wealthspire Advisors (New York) sold out of Oak Street Health, Inc. (OSH) in Q2 2023, closing a stake of 10,000 shares — an estimated $387K sold.

Wealthspire Advisors (New York) first reported a position in OSH in Q3 2021 and held it in 5 quarters. The position peaked at $425K in Q3 2021. 3 funds tracked by Wall St. Rank hold OSH as of Q2 2023.

Wealthspire Advisors (New York) reported no remaining Oak Street Health, Inc. position as of Q2 2023 after selling out during the quarter.
Wealthspire Advisors (New York) sold 10,000 Oak Street Health, Inc. shares in Q2 2023, an estimated $387K.
Wealthspire Advisors (New York) first reported a position in Oak Street Health, Inc. in Q3 2021 and held it in 5 quarters.
Wealthspire Advisors (New York)'s Oak Street Health, Inc. position peaked at $425K in Q3 2021.
3 funds tracked by Wall St. Rank held Oak Street Health, Inc. as of Q2 2023.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2023, filed 1 Aug 2023.