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Castleview Partners’s VanEck Oil Services ETF OIH Stock Holding History

Castleview 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
-13
Closed -$4.11K – 794
2024
Q2 		$4.11K Sell
13
-369
-97% -$118K ﹤0.01% 647
2024
Q1 		$128K Buy
+382
New +$116K 0.07% 231
2023
Q1 		– Sell
-20
Closed -$6.08K – 701
2022
Q4 		$6.08K Hold
20
– – 0.01% 427
2022
Q3 		$4K Sell
20
-212
-91% -$48.5K ﹤0.01% 472
2022
Q2 		$33.3K Buy
232
+212
+1,060% +$58.1K 0.03% 346
2022
Q1 		$5K Sell
20
-623,744
-100% -$153M ﹤0.01% 568
2021
Q4 		$3.37K Buy
+623,764
New +$126M 0.03% 209
2021
Q2 		$293K Buy
+1,337
New +$279K 0.13% 170

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Wells Fargo
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Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
EPFB
Employees Provident Fund Board Shah Alam, Malaysia $13.2B AUM 29.65% 1-Year Est. Return