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 $25.6B AUM 26.83% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
TAM
TFG Asset Management Grand Cayman, Cayman Islands $515M AUM 24.47% 1-Year Est. Return
IEFM
IQ EQ Fund Management Dublin 2, Ireland $1.32B AUM 31.52% 1-Year Est. Return
CM
CastleKnight Management New York $6B AUM 121.87% 1-Year Est. Return
SAM
Storebrand Asset Management Lysaker, Norway $34.8B AUM 25.49% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return