IFP Advisors’s Oatly Group OTLY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
-5
Closed -$2.02K 3538
2023
Q1
$2.02K Sell
5
-3,700
-100% -$173K ﹤0.01% 2893
2022
Q4
$1.5M Buy
3,705
+227
+7% +$8.66K 0.04% 463
2022
Q3
$1.4M Buy
3,478
+3,470
+43,375% +$240K 0.04% 520
2022
Q2
$3K Hold
8
﹤0.01% 4010
2022
Q1
$3K Hold
8
﹤0.01% 4010
2021
Q4
$2K Sell
8
-19
-70% -$4.2K ﹤0.01% 2824
2021
Q3
$9K Buy
27
+3
+13% +$1.09K ﹤0.01% 2331
2021
Q2
$11K Buy
+24
New +$11.9K ﹤0.01% 2179

Other funds holding OTLY

IFP Advisors's OTLY Position: Q2 2023 in Review

IFP Advisors sold out of Oatly Group (OTLY) in Q2 2023, closing a stake of 5 shares — an estimated $2.02K sold.

IFP Advisors first reported a position in OTLY in Q2 2021 and held it in 8 quarters. The position peaked at $1.5M in Q4 2022. 124 funds tracked by Wall St. Rank hold OTLY as of Q2 2023.

  • IFP Advisors reported no remaining Oatly Group position as of Q2 2023 after selling out during the quarter.
  • IFP Advisors sold 5 Oatly Group shares in Q2 2023, an estimated $2.02K.
  • IFP Advisors first reported a position in Oatly Group in Q2 2021 and held it in 8 quarters.
  • IFP Advisors's Oatly Group position peaked at $1.5M in Q4 2022.
  • 124 funds tracked by Wall St. Rank held Oatly Group as of Q2 2023.

Based on IFP Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.