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AJ Wealth Strategies’s VanEck Oil Services ETF OIH Stock Holding History

AJ Wealth Strategies’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
2023
Q2 		$555K Hold
1,930
– – 0.03% 174
2023
Q1 		$535K Hold
1,930
– – 0.03% 174
2022
Q4 		$587K Hold
1,930
– – 0.03% 169
2022
Q3 		$408K Hold
1,930
– – 0.02% 200
2022
Q2 		$449K Buy
+1,930
New +$529K 0.02% 195

Other funds holding OIH

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
BPCE
Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany $5.12B AUM 27.39% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

AJ Wealth Strategies's OIH Position: Q2 2023 in Review

AJ Wealth Strategies held its VanEck Oil Services ETF (OIH) position steady in Q2 2023 at 1,930 shares worth $555K. The position accounts for 0.03% of the portfolio, ranked #174.

AJ Wealth Strategies first reported a position in OIH in Q2 2022 and has held it in 5 quarters since. The position peaked at $587K in Q4 2022. 240 funds tracked by Wall St. Rank hold OIH as of Q2 2023.

  • AJ Wealth Strategies held 1,930 shares of VanEck Oil Services ETF worth $555K as of Q2 2023.
  • AJ Wealth Strategies left its VanEck Oil Services ETF share count unchanged in Q2 2023.
  • VanEck Oil Services ETF made up 0.03% of AJ Wealth Strategies's portfolio in Q2 2023, its #174 holding.
  • AJ Wealth Strategies first reported a position in VanEck Oil Services ETF in Q2 2022 and has held it in 5 quarters since.
  • AJ Wealth Strategies's VanEck Oil Services ETF position peaked at $587K in Q4 2022.
  • 240 funds tracked by Wall St. Rank held VanEck Oil Services ETF as of Q2 2023.

Based on AJ Wealth Strategies's 13F filing for Q2 2023, filed 20 Jul 2023.