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Concord Wealth Partners’s VanEck Oil Services ETF OIH Stock Holding History

Concord Wealth 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
Q1 		– Sell
-11
Closed -$3.4K – 890
2023
Q4 		$3.4K Buy
+11
New +$3.53K ﹤0.01% 672

Other funds holding OIH

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JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
GJL
Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Concord Wealth Partners's OIH Position: Q1 2024 in Review

Concord Wealth Partners sold out of VanEck Oil Services ETF (OIH) in Q1 2024, closing a stake of 11 shares — an estimated $3.4K sold.

Concord Wealth Partners first reported a position in OIH in Q4 2023 and held it in 1 quarter. The position peaked at $3.4K in Q4 2023. 259 funds tracked by Wall St. Rank hold OIH as of Q1 2024.

  • Concord Wealth Partners reported no remaining VanEck Oil Services ETF position as of Q1 2024 after selling out during the quarter.
  • Concord Wealth Partners sold 11 VanEck Oil Services ETF shares in Q1 2024, an estimated $3.4K.
  • Concord Wealth Partners first reported a position in VanEck Oil Services ETF in Q4 2023 and held it in 1 quarter.
  • Concord Wealth Partners's VanEck Oil Services ETF position peaked at $3.4K in Q4 2023.
  • 259 funds tracked by Wall St. Rank held VanEck Oil Services ETF as of Q1 2024.

Based on Concord Wealth Partners's 13F filing for Q1 2024, filed 30 Apr 2024.