HCR Wealth Advisors’s VanEck Oil Services ETF OIH Stock Holding History

HCR Wealth Advisors’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
2021 Q4	–	Sell	-1,503	Closed	-$296K	–	207
2021 Q3	$296K	Sell	1,503 -1,235	-45%	-$235K	0.05%	167
2021 Q2	$599K	Buy	+2,738	New	+$572K	0.1%	118

Other funds holding OIH

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return

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

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

Paulson & Co New York $2.58B AUM 68.51% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

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

HCR Wealth Advisors's OIH Position: Q4 2021 in Review

HCR Wealth Advisors sold out of VanEck Oil Services ETF (OIH) in Q4 2021, closing a stake of 1,503 shares — an estimated $296K sold.

HCR Wealth Advisors first reported a position in OIH in Q2 2021 and held it in 2 quarters. The position peaked at $599K in Q2 2021. 205 funds tracked by Wall St. Rank hold OIH as of Q4 2021.

HCR Wealth Advisors reported no remaining VanEck Oil Services ETF position as of Q4 2021 after selling out during the quarter.
HCR Wealth Advisors sold 1,503 VanEck Oil Services ETF shares in Q4 2021, an estimated $296K.
HCR Wealth Advisors first reported a position in VanEck Oil Services ETF in Q2 2021 and held it in 2 quarters.
HCR Wealth Advisors's VanEck Oil Services ETF position peaked at $599K in Q2 2021.
205 funds tracked by Wall St. Rank held VanEck Oil Services ETF as of Q4 2021.

Based on HCR Wealth Advisors's 13F filing for Q4 2021, filed 4 Feb 2022.