GW & Wade’s VanEck Oil Services ETF OIH Stock Holding History

GW & Wade’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
2023 Q4	$203K	Hold	655	–	–	0.01%	394
2023 Q3	$226K	Buy	+655	New	+$221K	0.01%	362
2023 Q1	–	Sell	-778	Closed	-$237K	–	389
2022 Q4	$237K	Buy	+778	New	+$223K	0.01%	342
2022 Q2	–	Sell	-778	Closed	-$220K	–	395
2022 Q1	$220K	Buy	+778	New	+$191K	0.01%	367

Other funds holding OIH

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

GJL

Gendell Jeffrey L $11.3B AUM 163.05% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

GW & Wade's OIH Position: Q4 2023 in Review

GW & Wade held its VanEck Oil Services ETF (OIH) position steady in Q4 2023 at 655 shares worth $203K. The position accounts for 0.01% of the portfolio, ranked #394.

GW & Wade first reported a position in OIH in Q1 2022 and has held it in 4 quarters since. The position peaked at $237K in Q4 2022. 274 funds tracked by Wall St. Rank hold OIH as of Q4 2023.

GW & Wade held 655 shares of VanEck Oil Services ETF worth $203K as of Q4 2023.
GW & Wade left its VanEck Oil Services ETF share count unchanged in Q4 2023.
VanEck Oil Services ETF made up 0.01% of GW & Wade's portfolio in Q4 2023, its #394 holding.
GW & Wade first reported a position in VanEck Oil Services ETF in Q1 2022 and has held it in 4 quarters since.
GW & Wade's VanEck Oil Services ETF position peaked at $237K in Q4 2022.
274 funds tracked by Wall St. Rank held VanEck Oil Services ETF as of Q4 2023.

Based on GW & Wade's 13F filing for Q4 2023, filed 8 Feb 2024.