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BerganKDV Wealth Management’s VanEck Oil Services ETF OIH Stock Holding History

BerganKDV Wealth Management’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
2022
Q3 		– Sell
-50
Closed -$12K – 1032
2022
Q2 		$12K Buy
+50
New +$13.7K ﹤0.01% 561

Other funds holding OIH

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citigroup
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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BerganKDV Wealth Management's OIH Position: Q3 2022 in Review

BerganKDV Wealth Management sold out of VanEck Oil Services ETF (OIH) in Q3 2022, closing a stake of 50 shares — an estimated $12K sold.

BerganKDV Wealth Management first reported a position in OIH in Q2 2022 and held it in 1 quarter. The position peaked at $12K in Q2 2022. 225 funds tracked by Wall St. Rank hold OIH as of Q3 2022.

  • BerganKDV Wealth Management reported no remaining VanEck Oil Services ETF position as of Q3 2022 after selling out during the quarter.
  • BerganKDV Wealth Management sold 50 VanEck Oil Services ETF shares in Q3 2022, an estimated $12K.
  • BerganKDV Wealth Management first reported a position in VanEck Oil Services ETF in Q2 2022 and held it in 1 quarter.
  • BerganKDV Wealth Management's VanEck Oil Services ETF position peaked at $12K in Q2 2022.
  • 225 funds tracked by Wall St. Rank held VanEck Oil Services ETF as of Q3 2022.

Based on BerganKDV Wealth Management's 13F filing for Q3 2022, filed 24 Oct 2022.