EWA
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Evolution Wealth Advisors’s VanEck Oil Services ETF OIH Stock Holding History

Evolution Wealth Advisors’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
2021
Q4 		– Sell
-110
Closed -$22K – 479
2021
Q3 		$22K Hold
110
– – ﹤0.01% 303
2021
Q2 		$24K Hold
110
– – ﹤0.01% 286
2021
Q1 		$21K Buy
+110
New +$20.7K ﹤0.01% 289
2020
Q1 		– Sell
-154
Closed -$41K – 549
2019
Q4 		$41K Buy
154
+44
+40% +$10.5K 0.01% 167
2019
Q3 		$26K Hold
110
– – 0.01% 73
2019
Q2 		$33K Hold
110
– – 0.01% 100
2019
Q1 		$38K Hold
110
– – 0.02% 85
2018
Q4 		$31K Buy
+110
New +$43.5K 0.01% 108

Other funds holding OIH

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PC
Paulson & Co New York $3.11B AUM 94.93% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return