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Core Wealth Advisors (Florida)’s Oil States International OIS Stock Holding History

Core Wealth Advisors (Florida)’s Portfolio OIS Stock Details OIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-143
Closed -$1.19K – 268
2023
Q1 		$1.19K Buy
+143
New +$1.21K ﹤0.01% 231

Other funds holding OIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PCM
Palisade Capital Management Fort Lee, New Jersey $2.3B AUM 29.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
GJL
Gendell Jeffrey L $11.3B AUM 163.05% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Core Wealth Advisors (Florida)'s OIS Position: Q2 2023 in Review

Core Wealth Advisors (Florida) sold out of Oil States International (OIS) in Q2 2023, closing a stake of 143 shares — an estimated $1.19K sold.

Core Wealth Advisors (Florida) first reported a position in OIS in Q1 2023 and held it in 1 quarter. The position peaked at $1.19K in Q1 2023. 173 funds tracked by Wall St. Rank hold OIS as of Q2 2023.

  • Core Wealth Advisors (Florida) reported no remaining Oil States International position as of Q2 2023 after selling out during the quarter.
  • Core Wealth Advisors (Florida) sold 143 Oil States International shares in Q2 2023, an estimated $1.19K.
  • Core Wealth Advisors (Florida) first reported a position in Oil States International in Q1 2023 and held it in 1 quarter.
  • Core Wealth Advisors (Florida)'s Oil States International position peaked at $1.19K in Q1 2023.
  • 173 funds tracked by Wall St. Rank held Oil States International as of Q2 2023.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q2 2023, filed 14 Aug 2023.