Creative Planning
OTLY

Creative Planning’s Oatly Group OTLY Stock Holding History

Creative Planning’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
2023
Q4 		– Sell
-50
Closed -$898 – 2993
2023
Q3 		$898 Sell
50
-516
-91% -$15K ﹤0.01% 2838
2023
Q2 		$23.2K Sell
566
-16
-3% -$654 ﹤0.01% 2498
2023
Q1 		$28.2K Buy
582
+63
+12% +$2.94K ﹤0.01% 2386
2022
Q4 		$18.1K Buy
+519
New +$19.8K ﹤0.01% 2320

Other funds holding OTLY

Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $99.8B AUM 45.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
TAM
TFG Asset Management Grand Cayman, Cayman Islands $635M AUM 28.07% 1-Year Est. Return
IEFM
IQ EQ Fund Management Dublin 2, Ireland $1.57B AUM 40.42% 1-Year Est. Return
CM
CastleKnight Management New York $7.38B AUM 133.13% 1-Year Est. Return
SAM
Storebrand Asset Management Lysaker, Norway $40.6B AUM 38.65% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Creative Planning's OTLY Position: Q4 2023 in Review

Creative Planning sold out of Oatly Group (OTLY) in Q4 2023, closing a stake of 50 shares — an estimated $898 sold.

Creative Planning first reported a position in OTLY in Q4 2022 and held it in 4 quarters. The position peaked at $28.2K in Q1 2023. 118 funds tracked by Wall St. Rank hold OTLY as of Q4 2023.

  • Creative Planning reported no remaining Oatly Group position as of Q4 2023 after selling out during the quarter.
  • Creative Planning sold 50 Oatly Group shares in Q4 2023, an estimated $898.
  • Creative Planning first reported a position in Oatly Group in Q4 2022 and held it in 4 quarters.
  • Creative Planning's Oatly Group position peaked at $28.2K in Q1 2023.
  • 118 funds tracked by Wall St. Rank held Oatly Group as of Q4 2023.

Based on Creative Planning's 13F filing for Q4 2023, filed 14 Feb 2024.