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BDO Wealth Advisors’s Oil States International OIS Stock Holding History

BDO Wealth Advisors’s Portfolio OIS Stock Details OIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		$501 Hold
67
– – ﹤0.01% 936
2023
Q1 		$559 Sell
67
-67
-50% -$568 ﹤0.01% 998
2022
Q4 		$1K Hold
134
– – ﹤0.01% 907
2022
Q3 		$1K Hold
134
– – ﹤0.01% 988
2022
Q2 		$1K Hold
134
– – ﹤0.01% 994
2022
Q1 		$1K Hold
134
– – ﹤0.01% 1011
2021
Q4 		$1K Buy
+134
New +$789 ﹤0.01% 1039

Other funds holding OIS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PCM
Palisade Capital Management Fort Lee, New Jersey $3B AUM 14% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GJL
Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $71.6B AUM 29.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

BDO Wealth Advisors's OIS Position: Q2 2023 in Review

BDO Wealth Advisors held its Oil States International (OIS) position steady in Q2 2023 at 67 shares worth $501. The position accounts for ﹤0.01% of the portfolio, ranked #936.

BDO Wealth Advisors first reported a position in OIS in Q4 2021 and has held it in 7 quarters since. The position peaked at $1K in Q4 2022. 172 funds tracked by Wall St. Rank hold OIS as of Q2 2023.

  • BDO Wealth Advisors held 67 shares of Oil States International worth $501 as of Q2 2023.
  • BDO Wealth Advisors left its Oil States International share count unchanged in Q2 2023.
  • Oil States International made up ﹤0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #936 holding.
  • BDO Wealth Advisors first reported a position in Oil States International in Q4 2021 and has held it in 7 quarters since.
  • BDO Wealth Advisors's Oil States International position peaked at $1K in Q4 2022.
  • 172 funds tracked by Wall St. Rank held Oil States International as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.