IA
OTLY

IFP Advisors’s Oatly Group OTLY Stock Holding History

IFP 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
-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

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

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.