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Balboa Wealth Partners’s VanEck Oil Services ETF OIH Stock Holding History

Balboa Wealth Partners’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
-847
Closed -$268K – 365
2024
Q2 		$268K Buy
+847
New +$271K 0.07% 209

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

Balboa Wealth Partners's OIH Position: Q3 2024 in Review

Balboa Wealth Partners sold out of VanEck Oil Services ETF (OIH) in Q3 2024, closing a stake of 847 shares — an estimated $268K sold.

Balboa Wealth Partners first reported a position in OIH in Q2 2024 and held it in 1 quarter. The position peaked at $268K in Q2 2024. 219 funds tracked by Wall St. Rank hold OIH as of Q3 2024.

  • Balboa Wealth Partners reported no remaining VanEck Oil Services ETF position as of Q3 2024 after selling out during the quarter.
  • Balboa Wealth Partners sold 847 VanEck Oil Services ETF shares in Q3 2024, an estimated $268K.
  • Balboa Wealth Partners first reported a position in VanEck Oil Services ETF in Q2 2024 and held it in 1 quarter.
  • Balboa Wealth Partners's VanEck Oil Services ETF position peaked at $268K in Q2 2024.
  • 219 funds tracked by Wall St. Rank held VanEck Oil Services ETF as of Q3 2024.

Based on Balboa Wealth Partners's 13F filing for Q3 2024, filed 6 Nov 2024.