Avidian Wealth Enterprises’s VanEck Oil Services ETF OIH Stock Holding History

Avidian Wealth Enterprises’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	–	Sell	-2,014	Closed	-$558K	–	468
2023 Q1	$558K	Hold	2,014	–	–	0.03%	276
2022 Q4	$612K	Hold	2,014	–	–	0.04%	248
2022 Q3	$425K	Hold	2,014	–	–	0.03%	261
2022 Q2	$468K	Buy	+2,014	New	+$552K	0.03%	274
2016 Q1	–	Sell	-9,167	Closed	-$4.85M	–	84
2015 Q4	$4.85M	Buy	+9,167	New	+$5.46M	2.37%	9
2014 Q3	–	Sell	-309	Closed	-$356K	–	45
2014 Q2	$356K	Buy	+309	New	+$326K	0.13%	34
2014 Q1	–	Sell	-309	Closed	-$306K	–	20
2013 Q4	$306K	Buy	+309	New	+$301K	0.28%	21

Other funds holding OIH

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

BPCE

Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany $4.69B AUM 24.1% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

Avidian Wealth Enterprises's OIH Position: Q2 2023 in Review

Avidian Wealth Enterprises sold out of VanEck Oil Services ETF (OIH) in Q2 2023, closing a stake of 2,014 shares — an estimated $558K sold.

Avidian Wealth Enterprises first reported a position in OIH in Q4 2013 and held it in 7 quarters. The position peaked at $4.85M in Q4 2015. 240 funds tracked by Wall St. Rank hold OIH as of Q2 2023.

Avidian Wealth Enterprises reported no remaining VanEck Oil Services ETF position as of Q2 2023 after selling out during the quarter.
Avidian Wealth Enterprises sold 2,014 VanEck Oil Services ETF shares in Q2 2023, an estimated $558K.
Avidian Wealth Enterprises first reported a position in VanEck Oil Services ETF in Q4 2013 and held it in 7 quarters.
Avidian Wealth Enterprises's VanEck Oil Services ETF position peaked at $4.85M in Q4 2015.
240 funds tracked by Wall St. Rank held VanEck Oil Services ETF as of Q2 2023.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2023, filed 3 Aug 2023.