HCR Wealth Advisors’s Oatly Group OTLY Stock Holding History

HCR Wealth Advisors’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 Q2	–	Sell	-2,149	Closed	-$104K	–	182
2023 Q1	$104K	Hold	2,149	–	–	0.02%	169
2022 Q4	$74.8K	Hold	2,149	–	–	0.02%	170
2022 Q3	$113K	Hold	2,149	–	–	0.02%	162
2022 Q2	$149K	Buy	+2,149	New	+$168K	0.03%	169
2022 Q1	–	Sell	-2,184	Closed	-$348K	–	202
2021 Q4	$348K	Buy	+2,184	New	+$483K	0.05%	157

Other funds holding OTLY

Blackstone Inc New York $39B AUM 18.55% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

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

Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return

IEFM

IQ EQ Fund Management Dublin 2, Ireland $1.57B AUM 40.42% 1-Year Est. Return

BNP Paribas Asset Management Paris, France $99.8B AUM 45.22% 1-Year Est. Return

HCR Wealth Advisors's OTLY Position: Q2 2023 in Review

HCR Wealth Advisors sold out of Oatly Group (OTLY) in Q2 2023, closing a stake of 2,149 shares — an estimated $104K sold.

HCR Wealth Advisors first reported a position in OTLY in Q4 2021 and held it in 5 quarters. The position peaked at $348K in Q4 2021. 124 funds tracked by Wall St. Rank hold OTLY as of Q2 2023.

HCR Wealth Advisors reported no remaining Oatly Group position as of Q2 2023 after selling out during the quarter.
HCR Wealth Advisors sold 2,149 Oatly Group shares in Q2 2023, an estimated $104K.
HCR Wealth Advisors first reported a position in Oatly Group in Q4 2021 and held it in 5 quarters.
HCR Wealth Advisors's Oatly Group position peaked at $348K in Q4 2021.
124 funds tracked by Wall St. Rank held Oatly Group as of Q2 2023.

Based on HCR Wealth Advisors's 13F filing for Q2 2023, filed 10 Aug 2023.