Baldwin Wealth Partners’s Oceaneering OII Stock Holding History

Baldwin Wealth Partners’s Portfolio OII Stock Details OII Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-10,689	Closed	-$266K	–	767
2024 Q3	$266K	Buy	+10,689	New	+$275K	0.02%	291
2019 Q3	–	Sell	-1,000	Closed	-$20K	–	537
2019 Q2	$20K	Hold	1,000	–	–	﹤0.01%	399
2019 Q1	$16K	Hold	1,000	–	–	﹤0.01%	415
2018 Q4	$12K	Hold	1,000	–	–	﹤0.01%	422
2018 Q3	$28K	Hold	1,000	–	–	﹤0.01%	376
2018 Q2	$25K	Buy	+1,000	New	+$22.4K	﹤0.01%	380
2018 Q1	–	Sell	-200	Closed	-$4K	–	504
2017 Q4	$4K	Hold	200	–	–	﹤0.01%	445
2017 Q3	$5K	Hold	200	–	–	﹤0.01%	438
2017 Q2	$5K	Hold	200	–	–	﹤0.01%	443
2017 Q1	$5K	Hold	200	–	–	﹤0.01%	449
2016 Q4	$6K	Hold	200	–	–	﹤0.01%	463
2016 Q3	$6K	Hold	200	–	–	﹤0.01%	482
2016 Q2	$6K	Hold	200	–	–	﹤0.01%	421
2016 Q1	$7K	Buy	+200	New	+$6.23K	﹤0.01%	430

Other funds holding OII

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Greenhouse Funds Baltimore, Maryland $1.96B AUM 36.47% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Baldwin Wealth Partners's OII Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of Oceaneering (OII) in Q4 2024, closing a stake of 10,689 shares — an estimated $266K sold.

Baldwin Wealth Partners first reported a position in OII in Q1 2016 and held it in 14 quarters. The position peaked at $266K in Q3 2024. 286 funds tracked by Wall St. Rank hold OII as of Q4 2024.

Baldwin Wealth Partners reported no remaining Oceaneering position as of Q4 2024 after selling out during the quarter.
Baldwin Wealth Partners sold 10,689 Oceaneering shares in Q4 2024, an estimated $266K.
Baldwin Wealth Partners first reported a position in Oceaneering in Q1 2016 and held it in 14 quarters.
Baldwin Wealth Partners's Oceaneering position peaked at $266K in Q3 2024.
286 funds tracked by Wall St. Rank held Oceaneering as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.