IAA
OTLY icon

Independent Advisor Alliance’s Oatly Group OTLY Stock Holding History

Independent Advisor Alliance’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
2024
Q2 		– Sell
-1,176
Closed -$26.6K – 729
2024
Q1 		$26.6K Hold
1,176
– – ﹤0.01% 691
2023
Q4 		$27.8K Buy
+1,176
New +$19.4K ﹤0.01% 669

Other funds holding OTLY

Blackstone Inc
Blackstone Inc New York $39B AUM 18.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $99.8B AUM 45.22% 1-Year Est. Return
PCM
Portolan Capital Management Boston, Massachusetts $2.67B AUM 169.09% 1-Year Est. Return
WP
Woodline Partners San Francisco, California $32.4B AUM 58.5% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.59B AUM 39.81% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CM
CastleKnight Management New York $7.38B AUM 133.13% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
SAM
Storebrand Asset Management Lysaker, Norway $40.6B AUM 38.65% 1-Year Est. Return

Independent Advisor Alliance's OTLY Position: Q2 2024 in Review

Independent Advisor Alliance sold out of Oatly Group (OTLY) in Q2 2024, closing a stake of 1,176 shares — an estimated $26.6K sold.

Independent Advisor Alliance first reported a position in OTLY in Q4 2023 and held it in 2 quarters. The position peaked at $27.8K in Q4 2023. 111 funds tracked by Wall St. Rank hold OTLY as of Q2 2024.

  • Independent Advisor Alliance reported no remaining Oatly Group position as of Q2 2024 after selling out during the quarter.
  • Independent Advisor Alliance sold 1,176 Oatly Group shares in Q2 2024, an estimated $26.6K.
  • Independent Advisor Alliance first reported a position in Oatly Group in Q4 2023 and held it in 2 quarters.
  • Independent Advisor Alliance's Oatly Group position peaked at $27.8K in Q4 2023.
  • 111 funds tracked by Wall St. Rank held Oatly Group as of Q2 2024.

Based on Independent Advisor Alliance's 13F filing for Q2 2024, filed 12 Aug 2024.