1858 Wealth Management’s VanEck Oil Services ETF OIH Stock Holding History

1858 Wealth Management’s Portfolio OIH Stock Details OIH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-780	Closed	-$241K	–	137
2024 Q1	$241K	Hold	780	–	–	0.23%	99
2023 Q4	$241K	Buy	+780	New	+$250K	0.23%	99

Other funds holding OIH

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

GJL

Gendell Jeffrey L $11.3B AUM 163.05% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

1858 Wealth Management's OIH Position: Q2 2024 in Review

1858 Wealth Management sold out of VanEck Oil Services ETF (OIH) in Q2 2024, closing a stake of 780 shares — an estimated $241K sold.

1858 Wealth Management first reported a position in OIH in Q4 2023 and held it in 2 quarters. The position peaked at $241K in Q1 2024. 247 funds tracked by Wall St. Rank hold OIH as of Q2 2024.

1858 Wealth Management reported no remaining VanEck Oil Services ETF position as of Q2 2024 after selling out during the quarter.
1858 Wealth Management sold 780 VanEck Oil Services ETF shares in Q2 2024, an estimated $241K.
1858 Wealth Management first reported a position in VanEck Oil Services ETF in Q4 2023 and held it in 2 quarters.
1858 Wealth Management's VanEck Oil Services ETF position peaked at $241K in Q1 2024.
247 funds tracked by Wall St. Rank held VanEck Oil Services ETF as of Q2 2024.

Based on 1858 Wealth Management's 13F filing for Q2 2024, filed 18 Jul 2024.