Commonwealth Equity Services
OTLY

Commonwealth Equity Services’s Oatly Group OTLY Stock Holding History

Commonwealth Equity Services’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
2025
Q1 		– Sell
-1,075
Closed -$14K – 4251
2024
Q4 		$14K Sell
1,075
-516
-32% -$7.6K ﹤0.01% 4056
2024
Q3 		$27K Buy
1,591
+35
+2% +$657 ﹤0.01% 3984
2024
Q2 		$29K Sell
1,556
-49
-3% -$1.04K ﹤0.01% 3944
2024
Q1 		$36K Buy
1,605
+404
+34% +$9.07K ﹤0.01% 3926
2023
Q4 		$28K Sell
1,201
-40
-3% -$660 ﹤0.01% 3802
2023
Q3 		$22K Sell
1,241
-478
-28% -$13.9K ﹤0.01% 3731
2023
Q2 		$70K Buy
1,719
+180
+12% +$7.36K ﹤0.01% 3621
2023
Q1 		$74K Buy
1,539
+17
+1% +$794 ﹤0.01% 3537
2022
Q4 		$52K Sell
1,522
-63
-4% -$2.4K ﹤0.01% 3511
2022
Q3 		$83K Sell
1,585
-39
-2% -$2.7K ﹤0.01% 3406
2022
Q2 		$112K Buy
1,624
+239
+17% +$18.6K ﹤0.01% 3346
2022
Q1 		$138K Buy
1,385
+663
+92% +$87.4K ﹤0.01% 3422
2021
Q4 		$115K Sell
722
-468
-39% -$103K ﹤0.01% 3432
2021
Q3 		$359K Buy
1,190
+410
+53% +$149K ﹤0.01% 2756
2021
Q2 		$381K Buy
+780
New +$388K ﹤0.01% 2693

Other funds holding OTLY

Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RBI
Raiffeisen Bank International Vienna, Austria $8.53B AUM 46.94% 1-Year Est. Return
TAM
TFG Asset Management Grand Cayman, Cayman Islands $635M AUM 28.07% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
IEFM
IQ EQ Fund Management Dublin 2, Ireland $1.57B AUM 40.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SAM
Storebrand Asset Management Lysaker, Norway $40.6B AUM 38.65% 1-Year Est. Return
SAM
Shikiar Asset Management New York $396M AUM 41.06% 1-Year Est. Return
CM
CastleKnight Management New York $7.38B AUM 133.13% 1-Year Est. Return

Commonwealth Equity Services's OTLY Position: Q1 2025 in Review

Commonwealth Equity Services sold out of Oatly Group (OTLY) in Q1 2025, closing a stake of 1,075 shares — an estimated $14K sold.

Commonwealth Equity Services first reported a position in OTLY in Q2 2021 and held it in 15 quarters. The position peaked at $381K in Q2 2021. 59 funds tracked by Wall St. Rank hold OTLY as of Q1 2025.

  • Commonwealth Equity Services reported no remaining Oatly Group position as of Q1 2025 after selling out during the quarter.
  • Commonwealth Equity Services sold 1,075 Oatly Group shares in Q1 2025, an estimated $14K.
  • Commonwealth Equity Services first reported a position in Oatly Group in Q2 2021 and held it in 15 quarters.
  • Commonwealth Equity Services's Oatly Group position peaked at $381K in Q2 2021.
  • 59 funds tracked by Wall St. Rank held Oatly Group as of Q1 2025.

Based on Commonwealth Equity Services's 13F filing for Q1 2025, filed 9 May 2025.