Activest Wealth Management’s Oatly Group OTLY Stock Holding History

Activest Wealth Management’s Portfolio OTLY Stock Details OTLY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-69	Closed	-$747	–	1144
2024 Q4	$912	Hold	69	–	–	﹤0.01%	470
2024 Q3	$1.18K	Hold	69	–	–	﹤0.01%	453
2024 Q2	$1.29K	Hold	69	–	–	﹤0.01%	426
2024 Q1	$1.55K	Hold	69	–	–	﹤0.01%	316
2023 Q4	$1.62K	Buy	69 +56	+431%	+$923	﹤0.01%	277
2023 Q3	$239	Buy	+13	New	+$378	﹤0.01%	329
2023 Q2	–	Sell	-13	Closed	-$638	–	377
2023 Q1	$638	Hold	13	–	–	﹤0.01%	294
2022 Q4	$465	Hold	13	–	–	﹤0.01%	435
2022 Q3	$1K	Hold	13	–	–	﹤0.01%	417
2022 Q2	$1K	Hold	13	–	–	﹤0.01%	364
2022 Q1	$1K	Hold	13	–	–	﹤0.01%	327
2021 Q4	$2K	Hold	13	–	–	﹤0.01%	302
2021 Q3	$4K	Buy	+13	New	+$4.71K	﹤0.01%	304

Other funds holding OTLY

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

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

RBI

Raiffeisen Bank International Vienna, Austria $8.53B AUM 46.94% 1-Year Est. Return

TAM

TFG Asset Management Grand Cayman, Cayman Islands $635M AUM 28.07% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

IEFM

IQ EQ Fund Management Dublin 2, Ireland $1.57B AUM 40.42% 1-Year Est. Return

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

SAM

Storebrand Asset Management Lysaker, Norway $40.6B AUM 38.65% 1-Year Est. Return

SAM

Shikiar Asset Management New York $396M AUM 41.06% 1-Year Est. Return

CastleKnight Management New York $7.38B AUM 133.13% 1-Year Est. Return

Activest Wealth Management's OTLY Position: Q1 2025 in Review

Activest Wealth Management sold out of Oatly Group (OTLY) in Q1 2025, closing a stake of 69 shares — an estimated $747 sold.

Activest Wealth Management first reported a position in OTLY in Q3 2021 and held it in 13 quarters. The position peaked at $4K in Q3 2021. 59 funds tracked by Wall St. Rank hold OTLY as of Q1 2025.

Activest Wealth Management reported no remaining Oatly Group position as of Q1 2025 after selling out during the quarter.
Activest Wealth Management sold 69 Oatly Group shares in Q1 2025, an estimated $747.
Activest Wealth Management first reported a position in Oatly Group in Q3 2021 and held it in 13 quarters.
Activest Wealth Management's Oatly Group position peaked at $4K in Q3 2021.
59 funds tracked by Wall St. Rank held Oatly Group as of Q1 2025.

Based on Activest Wealth Management's 13F filing for Q1 2025, filed 15 May 2025.