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Integrated Wealth Concepts’s Oatly Group OTLY Stock Holding History

Integrated Wealth Concepts’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
Q4 		– Sell
-648
Closed -$11.6K – 1647
2023
Q3 		$11.6K Buy
648
+100
+18% +$2.91K ﹤0.01% 1549
2023
Q2 		$22.4K Buy
548
+23
+4% +$940 ﹤0.01% 1538
2023
Q1 		$25K Hold
525
– – ﹤0.01% 1321
2022
Q4 		$18K Hold
525
– – ﹤0.01% 1022
2022
Q3 		$28K Buy
+525
New +$36.3K ﹤0.01% 940
2022
Q2 		– Sell
-550
Closed -$55K – 1050
2022
Q1 		$55K Buy
+550
New +$72.5K ﹤0.01% 922

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
TAM
TFG Asset Management Grand Cayman, Cayman Islands $635M AUM 28.07% 1-Year Est. Return
IEFM
IQ EQ Fund Management Dublin 2, Ireland $1.57B AUM 40.42% 1-Year Est. Return
CM
CastleKnight Management New York $7.38B AUM 133.13% 1-Year Est. Return
SAM
Storebrand Asset Management Lysaker, Norway $40.6B AUM 38.65% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Integrated Wealth Concepts's OTLY Position: Q4 2023 in Review

Integrated Wealth Concepts sold out of Oatly Group (OTLY) in Q4 2023, closing a stake of 648 shares — an estimated $11.6K sold.

Integrated Wealth Concepts first reported a position in OTLY in Q1 2022 and held it in 6 quarters. The position peaked at $55K in Q1 2022. 118 funds tracked by Wall St. Rank hold OTLY as of Q4 2023.

  • Integrated Wealth Concepts reported no remaining Oatly Group position as of Q4 2023 after selling out during the quarter.
  • Integrated Wealth Concepts sold 648 Oatly Group shares in Q4 2023, an estimated $11.6K.
  • Integrated Wealth Concepts first reported a position in Oatly Group in Q1 2022 and held it in 6 quarters.
  • Integrated Wealth Concepts's Oatly Group position peaked at $55K in Q1 2022.
  • 118 funds tracked by Wall St. Rank held Oatly Group as of Q4 2023.

Based on Integrated Wealth Concepts's 13F filing for Q4 2023, filed 13 Feb 2024.