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 New York $1.81T AUM 41.13% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Paulson & Co New York $2.58B AUM 68.51% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Evolution Wealth Advisors's OIH Position: Q4 2021 in Review

Evolution Wealth Advisors sold out of VanEck Oil Services ETF (OIH) in Q4 2021, closing a stake of 110 shares — an estimated $22K sold.

Evolution Wealth Advisors first reported a position in OIH in Q4 2018 and held it in 8 quarters. The position peaked at $41K in Q4 2019. 205 funds tracked by Wall St. Rank hold OIH as of Q4 2021.

Evolution Wealth Advisors reported no remaining VanEck Oil Services ETF position as of Q4 2021 after selling out during the quarter.
Evolution Wealth Advisors sold 110 VanEck Oil Services ETF shares in Q4 2021, an estimated $22K.
Evolution Wealth Advisors first reported a position in VanEck Oil Services ETF in Q4 2018 and held it in 8 quarters.
Evolution Wealth Advisors's VanEck Oil Services ETF position peaked at $41K in Q4 2019.
205 funds tracked by Wall St. Rank held VanEck Oil Services ETF as of Q4 2021.

Based on Evolution Wealth Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.