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Financial Advocates Investment Management’s VanEck Oil Services ETF OIH Stock Holding History

Financial Advocates Investment 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
2024
Q2 		– Sell
-22,176
Closed -$701K – 802
2024
Q1 		$701K Sell
22,176
-1,542
-7% -$468K 0.04% 381
2023
Q4 		$735K Buy
+23,718
New +$7.61M 0.05% 350

Other funds holding OIH

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GJL
Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Financial Advocates Investment Management's OIH Position: Q2 2024 in Review

Financial Advocates Investment Management sold out of VanEck Oil Services ETF (OIH) in Q2 2024, closing a stake of 22,176 shares — an estimated $701K sold.

Financial Advocates Investment Management first reported a position in OIH in Q4 2023 and held it in 2 quarters. The position peaked at $735K in Q4 2023. 247 funds tracked by Wall St. Rank hold OIH as of Q2 2024.

  • Financial Advocates Investment Management reported no remaining VanEck Oil Services ETF position as of Q2 2024 after selling out during the quarter.
  • Financial Advocates Investment Management sold 22,176 VanEck Oil Services ETF shares in Q2 2024, an estimated $701K.
  • Financial Advocates Investment Management first reported a position in VanEck Oil Services ETF in Q4 2023 and held it in 2 quarters.
  • Financial Advocates Investment Management's VanEck Oil Services ETF position peaked at $735K in Q4 2023.
  • 247 funds tracked by Wall St. Rank held VanEck Oil Services ETF as of Q2 2024.

Based on Financial Advocates Investment Management's 13F filing for Q2 2024, filed 29 Jul 2024.