Gradient Investments’s Oil States International OIS Stock Holding History

Gradient Investments’s Portfolio OIS Stock Details OIS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-122	Closed	-$542	–	973
2024 Q2	$542	Hold	122	–	–	﹤0.01%	1174
2024 Q1	$752	Sell	122 -1	-0.8%	-$6	﹤0.01%	952
2023 Q4	$835	Hold	123	–	–	﹤0.01%	1480
2023 Q3	$1.03K	Hold	123	–	–	﹤0.01%	1363
2023 Q2	$919	Buy	123 +1	+0.8%	+$7	﹤0.01%	1389
2023 Q1	$1.02K	Buy	122 +32	+36%	+$271	﹤0.01%	1205
2022 Q4	$671	Hold	90	–	–	﹤0.01%	1266
2022 Q3	$0	Hold	90	–	–	﹤0.01%	1486
2022 Q2	$0	Hold	90	–	–	﹤0.01%	1333
2022 Q1	$1K	Hold	90	–	–	﹤0.01%	1114
2021 Q4	$0	Hold	90	–	–	﹤0.01%	1298
2021 Q3	$1K	Hold	90	–	–	﹤0.01%	1091
2021 Q2	$1K	Hold	90	–	–	﹤0.01%	1091
2021 Q1	$1K	Buy	+90	New	+$614	﹤0.01%	1097

Other funds holding OIS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

GJL

Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Gradient Investments's OIS Position: Q3 2024 in Review

Gradient Investments sold out of Oil States International (OIS) in Q3 2024, closing a stake of 122 shares — an estimated $542 sold.

Gradient Investments first reported a position in OIS in Q1 2021 and held it in 14 quarters. The position peaked at $1.03K in Q3 2023. 153 funds tracked by Wall St. Rank hold OIS as of Q3 2024.

Gradient Investments reported no remaining Oil States International position as of Q3 2024 after selling out during the quarter.
Gradient Investments sold 122 Oil States International shares in Q3 2024, an estimated $542.
Gradient Investments first reported a position in Oil States International in Q1 2021 and held it in 14 quarters.
Gradient Investments's Oil States International position peaked at $1.03K in Q3 2023.
153 funds tracked by Wall St. Rank held Oil States International as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.