HWA
OTLY

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
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
IEFM
IQ EQ Fund Management Dublin 2, Ireland $1.32B AUM 31.52% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return