WJWM
ONEM

Williams Jones Wealth Management’s 1Life Healthcare ONEM Stock Holding History

Williams Jones Wealth Management’s Portfolio ONEM Stock Details ONEM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-41,325
Closed -$1.37M – 520
2021
Q2 		$1.37M Sell
41,325
-225
-0.5% -$8.49K 0.02% 223
2021
Q1 		$1.62M Sell
41,550
-250
-0.6% -$11.7K 0.03% 207
2020
Q4 		$1.82M Buy
41,800
+3,500
+9% +$120K 0.03% 186
2020
Q3 		$1.09M Buy
38,300
+100
+0.3% +$3.16K 0.02% 200
2020
Q2 		$1.39M Buy
+38,200
New +$1.08M 0.03% 178

Other funds holding ONEM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CG
Carlyle Group Washington, District of Columbia $10.6B AUM 11.25% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
OMC
Oak Management Corp Wilton, Connecticut $3.24M AUM 83.68% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Williams Jones Wealth Management's ONEM Position: Q3 2021 in Review

Williams Jones Wealth Management sold out of 1Life Healthcare (ONEM) in Q3 2021, closing a stake of 41,325 shares — an estimated $1.37M sold.

Williams Jones Wealth Management first reported a position in ONEM in Q2 2020 and held it in 5 quarters. The position peaked at $1.82M in Q4 2020. 200 funds tracked by Wall St. Rank hold ONEM as of Q3 2021.

  • Williams Jones Wealth Management reported no remaining 1Life Healthcare position as of Q3 2021 after selling out during the quarter.
  • Williams Jones Wealth Management sold 41,325 1Life Healthcare shares in Q3 2021, an estimated $1.37M.
  • Williams Jones Wealth Management first reported a position in 1Life Healthcare in Q2 2020 and held it in 5 quarters.
  • Williams Jones Wealth Management's 1Life Healthcare position peaked at $1.82M in Q4 2020.
  • 200 funds tracked by Wall St. Rank held 1Life Healthcare as of Q3 2021.

Based on Williams Jones Wealth Management's 13F filing for Q3 2021, filed 15 Nov 2021.