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First Personal Financial Services’s VanEck Oil Services ETF OIH Stock Holding History

First Personal Financial Services’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
Q3 		$29K Buy
+102
New +$30.8K 0.01% 234
2023
Q4 		– Sell
-14
Closed -$4.83K – 395
2023
Q3 		$4.83K Hold
14
– – ﹤0.01% 341
2023
Q2 		$4.03K Hold
14
– – ﹤0.01% 342
2023
Q1 		$3.88K Buy
+14
New +$4.28K ﹤0.01% 367

Other funds holding OIH

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
EPFB
Employees Provident Fund Board Shah Alam, Malaysia $13.2B AUM 29.65% 1-Year Est. Return

First Personal Financial Services's OIH Position: Q3 2024 in Review

First Personal Financial Services opened a new position in VanEck Oil Services ETF (OIH) in Q3 2024: 102 shares worth $29K. The stake represents 0.01% of the portfolio and ranks #234 among its holdings. This is a return to the name: First Personal Financial Services previously reported a position in OIH as recently as Q3 2023.

First Personal Financial Services first reported a position in OIH in Q1 2023 and has held it in 4 quarters since. 219 funds tracked by Wall St. Rank hold OIH as of Q3 2024.

  • First Personal Financial Services held 102 shares of VanEck Oil Services ETF worth $29K as of Q3 2024.
  • VanEck Oil Services ETF was a new First Personal Financial Services position in Q3 2024.
  • VanEck Oil Services ETF made up 0.01% of First Personal Financial Services's portfolio in Q3 2024, its #234 holding.
  • First Personal Financial Services first reported a position in VanEck Oil Services ETF in Q1 2023 and has held it in 4 quarters since.
  • 219 funds tracked by Wall St. Rank held VanEck Oil Services ETF as of Q3 2024.

Based on First Personal Financial Services's 13F filing for Q3 2024, filed 1 Nov 2024.