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Curi Wealth Management’s VanEck Oil Services ETF OIH Stock Holding History

Curi Wealth Management’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
2022
Q3 		– Sell
-295
Closed -$69K – 538
2022
Q2 		$69K Buy
295
+95
+48% +$26K 0.01% 201
2022
Q1 		$56K Buy
+200
New +$49.1K 0.01% 207

Other funds holding OIH

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
BPCE
Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany $5.12B AUM 27.39% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Curi Wealth Management's OIH Position: Q3 2022 in Review

Curi Wealth Management sold out of VanEck Oil Services ETF (OIH) in Q3 2022, closing a stake of 295 shares — an estimated $69K sold.

Curi Wealth Management first reported a position in OIH in Q1 2022 and held it in 2 quarters. The position peaked at $69K in Q2 2022. 225 funds tracked by Wall St. Rank hold OIH as of Q3 2022.

  • Curi Wealth Management reported no remaining VanEck Oil Services ETF position as of Q3 2022 after selling out during the quarter.
  • Curi Wealth Management sold 295 VanEck Oil Services ETF shares in Q3 2022, an estimated $69K.
  • Curi Wealth Management first reported a position in VanEck Oil Services ETF in Q1 2022 and held it in 2 quarters.
  • Curi Wealth Management's VanEck Oil Services ETF position peaked at $69K in Q2 2022.
  • 225 funds tracked by Wall St. Rank held VanEck Oil Services ETF as of Q3 2022.

Based on Curi Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.