GKWIM
OTLY

Gerber Kawasaki Wealth & Investment Management’s Oatly Group OTLY Stock Holding History

Gerber Kawasaki Wealth & Investment Management’s Portfolio OTLY Stock Details OTLY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-529
Closed -$21.7K – 267
2023
Q2 		$21.7K Buy
+529
New +$21.6K ﹤0.01% 259
2021
Q4 		– Hold
0
– -$2K – 837
2021
Q3 		– Hold
0
– – – 918

Other funds holding OTLY

Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
IEFM
IQ EQ Fund Management Dublin 2, Ireland $1.57B AUM 40.42% 1-Year Est. Return
TAM
TFG Asset Management Grand Cayman, Cayman Islands $515M AUM 24.47% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
PCM
Prentice Capital Management Greenwich, Connecticut $45.7M AUM 2.65% 1-Year Est. Return
SAM
Storebrand Asset Management Lysaker, Norway $34.8B AUM 25.49% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's OTLY Position: Q3 2023 in Review

Gerber Kawasaki Wealth & Investment Management sold out of Oatly Group (OTLY) in Q3 2023, closing a stake of 529 shares — an estimated $21.7K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in OTLY in Q2 2023 and held it in 1 quarter. The position peaked at $21.7K in Q2 2023. 126 funds tracked by Wall St. Rank hold OTLY as of Q3 2023.

  • Gerber Kawasaki Wealth & Investment Management reported no remaining Oatly Group position as of Q3 2023 after selling out during the quarter.
  • Gerber Kawasaki Wealth & Investment Management sold 529 Oatly Group shares in Q3 2023, an estimated $21.7K.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in Oatly Group in Q2 2023 and held it in 1 quarter.
  • Gerber Kawasaki Wealth & Investment Management's Oatly Group position peaked at $21.7K in Q2 2023.
  • 126 funds tracked by Wall St. Rank held Oatly Group as of Q3 2023.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q3 2023, filed 14 Nov 2023.