CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s Oatly Group OTLY Stock Holding History

CAPTRUST Financial Advisors’s Portfolio OTLY Stock Details OTLY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-801
Closed -$13.7K – 2371
2024
Q3 		$13.7K Buy
+801
New +$15K ﹤0.01% 2266
2022
Q3 		– Sell
-17
Closed -$1K – 3412
2022
Q2 		$1K Hold
17
– – ﹤0.01% 4713
2022
Q1 		$2K Hold
17
– – ﹤0.01% 4520
2021
Q4 		$3K Sell
17
-5
-23% -$1.1K ﹤0.01% 4297
2021
Q3 		$7K Sell
22
-7
-24% -$2.54K ﹤0.01% 3815
2021
Q2 		$14K Buy
+29
New +$14.4K ﹤0.01% 3349

Other funds holding OTLY

Blackstone Inc
Blackstone Inc New York $39B AUM 18.55% 1-Year Est. Return
PCM
Portolan Capital Management Boston, Massachusetts $2.67B AUM 169.09% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.59B AUM 39.81% 1-Year Est. Return
RBI
Raiffeisen Bank International Vienna, Austria $8.53B AUM 46.94% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
WP
Woodline Partners San Francisco, California $32.4B AUM 58.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
IECM
Intrinsic Edge Capital Management Chicago, Illinois $967M AUM 94.27% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

CAPTRUST Financial Advisors's OTLY Position: Q4 2024 in Review

CAPTRUST Financial Advisors sold out of Oatly Group (OTLY) in Q4 2024, closing a stake of 801 shares — an estimated $13.7K sold.

CAPTRUST Financial Advisors first reported a position in OTLY in Q2 2021 and held it in 6 quarters. The position peaked at $14K in Q2 2021. 107 funds tracked by Wall St. Rank hold OTLY as of Q4 2024.

  • CAPTRUST Financial Advisors reported no remaining Oatly Group position as of Q4 2024 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 801 Oatly Group shares in Q4 2024, an estimated $13.7K.
  • CAPTRUST Financial Advisors first reported a position in Oatly Group in Q2 2021 and held it in 6 quarters.
  • CAPTRUST Financial Advisors's Oatly Group position peaked at $14K in Q2 2021.
  • 107 funds tracked by Wall St. Rank held Oatly Group as of Q4 2024.

Based on CAPTRUST Financial Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.