Claro Advisors’s VanEck Oil Services ETF OIH Stock Holding History

Claro Advisors’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
2023 Q4	–	Sell	-795	Closed	-$274K	–	411
2023 Q3	$274K	Sell	795 -75	-9%	-$25.4K	0.07%	284
2023 Q2	$250K	Hold	870	–	–	0.06%	296
2023 Q1	$241K	Sell	870 -30	-3%	-$9.18K	0.07%	278
2022 Q4	$274K	Sell	900 -200	-18%	-$57.3K	0.09%	237
2022 Q3	$256K	Hold	1,100	–	–	0.1%	214
2022 Q2	$256K	Sell	1,100 -245	-18%	-$67.1K	0.1%	214
2022 Q1	$249K	Hold	1,345	–	–	0.09%	227
2021 Q4	$249K	Sell	1,345 -200	-13%	-$40.3K	0.09%	227
2021 Q3	$304K	Buy	1,545 +400	+35%	+$76.1K	0.13%	177
2021 Q2	$251K	Buy	+1,145	New	+$239K	0.11%	193
2019 Q1	–	Sell	-8	Closed	-$4K	–	696
2018 Q4	$4K	Buy	+8	New	+$3.16K	﹤0.01%	823

Other funds holding OIH

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

GJL

Gendell Jeffrey L $11.3B AUM 163.05% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Claro Advisors's OIH Position: Q4 2023 in Review

Claro Advisors sold out of VanEck Oil Services ETF (OIH) in Q4 2023, closing a stake of 795 shares — an estimated $274K sold.

Claro Advisors first reported a position in OIH in Q4 2018 and held it in 11 quarters. The position peaked at $304K in Q3 2021. 274 funds tracked by Wall St. Rank hold OIH as of Q4 2023.

Claro Advisors reported no remaining VanEck Oil Services ETF position as of Q4 2023 after selling out during the quarter.
Claro Advisors sold 795 VanEck Oil Services ETF shares in Q4 2023, an estimated $274K.
Claro Advisors first reported a position in VanEck Oil Services ETF in Q4 2018 and held it in 11 quarters.
Claro Advisors's VanEck Oil Services ETF position peaked at $304K in Q3 2021.
274 funds tracked by Wall St. Rank held VanEck Oil Services ETF as of Q4 2023.

Based on Claro Advisors's 13F filing for Q4 2023, filed 22 Jan 2024.