Clear Perspective Advisors’s VanEck Oil Services ETF OIH Stock Holding History

Clear Perspective 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
2021 Q4	$2.79M	Buy	15,124 +1,014	+7%	+$204K	0.85%	22
2021 Q3	$2.78M	Buy	14,110 +4,669	+49%	+$889K	0.95%	21
2021 Q2	$2.07M	Buy	9,441 +5,387	+133%	+$1.13M	0.72%	29
2021 Q1	$775K	Buy	+4,054	New	+$764K	0.3%	66

Other funds holding OIH

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Paulson & Co New York $3.11B AUM 94.93% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Clear Perspective Advisors's OIH Position: Q4 2021 in Review

Clear Perspective Advisors increased its VanEck Oil Services ETF (OIH) stake by 7.2% in Q4 2021, buying an estimated $204K and bringing the position to 15,124 shares worth $2.79M. The position accounts for 0.85% of the portfolio, ranked #22.

Clear Perspective Advisors first reported a position in OIH in Q1 2021 and has held it in 4 quarters since. 206 funds tracked by Wall St. Rank hold OIH as of Q4 2021.

Clear Perspective Advisors held 15,124 shares of VanEck Oil Services ETF worth $2.79M as of Q4 2021.
Clear Perspective Advisors bought 1,014 VanEck Oil Services ETF shares in Q4 2021, an estimated $204K.
VanEck Oil Services ETF made up 0.85% of Clear Perspective Advisors's portfolio in Q4 2021, its #22 holding.
Clear Perspective Advisors first reported a position in VanEck Oil Services ETF in Q1 2021 and has held it in 4 quarters since.
206 funds tracked by Wall St. Rank held VanEck Oil Services ETF as of Q4 2021.

Based on Clear Perspective Advisors's 13F filing for Q4 2021, filed 17 Feb 2022.