CW
OIH icon

Connectus Wealth’s VanEck Oil Services ETF OIH Stock Holding History

Connectus Wealth’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 		$212K Buy
+630
New +$191K 0.01% 356
2023
Q4 		– Sell
-750
Closed -$259K – 529
2023
Q3 		$259K Buy
+750
New +$254K 0.01% 448
2023
Q1 		– Sell
-898
Closed -$273K – 457
2022
Q4 		$273K Buy
+898
New +$257K 0.01% 387

Other funds holding OIH

JP Morgan Chase
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

Connectus Wealth's OIH Position: Q1 2024 in Review

Connectus Wealth opened a new position in VanEck Oil Services ETF (OIH) in Q1 2024: 630 shares worth $212K. The stake represents 0.01% of the portfolio and ranks #356 among its holdings. This is a return to the name: Connectus Wealth previously reported a position in OIH as recently as Q3 2023.

Connectus Wealth first reported a position in OIH in Q4 2022 and has held it in 3 quarters since. The position peaked at $273K in Q4 2022. 259 funds tracked by Wall St. Rank hold OIH as of Q1 2024.

  • Connectus Wealth held 630 shares of VanEck Oil Services ETF worth $212K as of Q1 2024.
  • VanEck Oil Services ETF was a new Connectus Wealth position in Q1 2024.
  • VanEck Oil Services ETF made up 0.01% of Connectus Wealth's portfolio in Q1 2024, its #356 holding.
  • Connectus Wealth first reported a position in VanEck Oil Services ETF in Q4 2022 and has held it in 3 quarters since.
  • Connectus Wealth's VanEck Oil Services ETF position peaked at $273K in Q4 2022.
  • 259 funds tracked by Wall St. Rank held VanEck Oil Services ETF as of Q1 2024.

Based on Connectus Wealth's 13F filing for Q1 2024, filed 14 May 2024.