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Arkadios Wealth Advisors’s VanEck Oil Services ETF OIH Stock Holding History

Arkadios Wealth Advisors’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
Q3 		– Sell
-1,080
Closed -$341K – 964
2024
Q2 		$341K Buy
+1,080
New +$346K 0.02% 593

Other funds holding OIH

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
EPFB
Employees Provident Fund Board Shah Alam, Malaysia $17.4B AUM 49.08% 1-Year Est. Return

Arkadios Wealth Advisors's OIH Position: Q3 2024 in Review

Arkadios Wealth Advisors sold out of VanEck Oil Services ETF (OIH) in Q3 2024, closing a stake of 1,080 shares — an estimated $341K sold.

Arkadios Wealth Advisors first reported a position in OIH in Q2 2024 and held it in 1 quarter. The position peaked at $341K in Q2 2024. 219 funds tracked by Wall St. Rank hold OIH as of Q3 2024.

  • Arkadios Wealth Advisors reported no remaining VanEck Oil Services ETF position as of Q3 2024 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 1,080 VanEck Oil Services ETF shares in Q3 2024, an estimated $341K.
  • Arkadios Wealth Advisors first reported a position in VanEck Oil Services ETF in Q2 2024 and held it in 1 quarter.
  • Arkadios Wealth Advisors's VanEck Oil Services ETF position peaked at $341K in Q2 2024.
  • 219 funds tracked by Wall St. Rank held VanEck Oil Services ETF as of Q3 2024.

Based on Arkadios Wealth Advisors's 13F filing for Q3 2024, filed 24 Oct 2024.