GSWM
OTLY

Golden State Wealth Management’s Oatly Group OTLY Stock Holding History

Golden State Wealth 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
2025
Q3 		– Sell
-50
Closed -$594 – 1686
2025
Q2 		$594 Hold
50
– – ﹤0.01% 1487
2025
Q1 		$492 Hold
50
– – ﹤0.01% 1508
2024
Q4 		$663 Buy
+50
New +$737 ﹤0.01% 1402
2022
Q1 		– Sell
-733
Closed -$117K – 345
2021
Q4 		$117K Sell
733
-550
-43% -$122K 0.02% 357
2021
Q3 		$388K Sell
1,283
-230
-15% -$83.3K 0.08% 196
2021
Q2 		$740K Buy
+1,513
New +$752K 0.16% 119

Other funds holding OTLY

Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Credit Agricole
Credit Agricole Montrouge Cedex, France $38.1B AUM
HCM
Heights Capital Management San Francisco, California $359M AUM 7.93% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
SAM
Storebrand Asset Management Lysaker, Norway $34.8B AUM 25.49% 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
SAM
Shikiar Asset Management New York $347M AUM 23.44% 1-Year Est. Return
IEFM
IQ EQ Fund Management Dublin 2, Ireland $1.32B AUM 31.52% 1-Year Est. Return