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Wetzel Investment Advisors’s OSI Systems OSIS Stock Holding History

Wetzel Investment Advisors’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
2024
Q1 		– Sell
-80
Closed -$10K – 1082
2023
Q4 		$10K Buy
+80
New +$9.53K 0.01% 526

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
NPIC
Neumeier Poma Investment Counsel Carmel, California $1.21B AUM 70.48% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Wetzel Investment Advisors's OSIS Position: Q1 2024 in Review

Wetzel Investment Advisors sold out of OSI Systems (OSIS) in Q1 2024, closing a stake of 80 shares — an estimated $10K sold.

Wetzel Investment Advisors first reported a position in OSIS in Q4 2023 and held it in 1 quarter. The position peaked at $10K in Q4 2023. 249 funds tracked by Wall St. Rank hold OSIS as of Q1 2024.

  • Wetzel Investment Advisors reported no remaining OSI Systems position as of Q1 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 80 OSI Systems shares in Q1 2024, an estimated $10K.
  • Wetzel Investment Advisors first reported a position in OSI Systems in Q4 2023 and held it in 1 quarter.
  • Wetzel Investment Advisors's OSI Systems position peaked at $10K in Q4 2023.
  • 249 funds tracked by Wall St. Rank held OSI Systems as of Q1 2024.

Based on Wetzel Investment Advisors's 13F filing for Q1 2024, filed 23 Apr 2024.