JP Morgan Private Wealth Advisors’s Oatly Group OTLY Stock Holding History

JP Morgan Private 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
2022 Q3	–	Sell	-1,140	Closed	-$79K	–	1961
2022 Q2	$79K	Sell	1,140 -503	-31%	-$39.3K	﹤0.01%	1881
2022 Q1	$165K	Buy	1,643 +65	+4%	+$8.57K	﹤0.01%	1936
2021 Q4	$251K	Buy	+1,578	New	+$349K	﹤0.01%	1824

Other funds holding OTLY

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

HSCU

Half Sky Capital (UK) London, United Kingdom $30.5M AUM 67.32% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

IEFM

IQ EQ Fund Management Dublin 2, Ireland $1.57B AUM 40.42% 1-Year Est. Return

LCG

Luxor Capital Group New York $2.52B AUM 29.31% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Private Wealth Advisors's OTLY Position: Q3 2022 in Review

JP Morgan Private Wealth Advisors sold out of Oatly Group (OTLY) in Q3 2022, closing a stake of 1,140 shares — an estimated $79K sold.

JP Morgan Private Wealth Advisors first reported a position in OTLY in Q4 2021 and held it in 3 quarters. The position peaked at $251K in Q4 2021. 133 funds tracked by Wall St. Rank hold OTLY as of Q3 2022.

JP Morgan Private Wealth Advisors reported no remaining Oatly Group position as of Q3 2022 after selling out during the quarter.
JP Morgan Private Wealth Advisors sold 1,140 Oatly Group shares in Q3 2022, an estimated $79K.
JP Morgan Private Wealth Advisors first reported a position in Oatly Group in Q4 2021 and held it in 3 quarters.
JP Morgan Private Wealth Advisors's Oatly Group position peaked at $251K in Q4 2021.
133 funds tracked by Wall St. Rank held Oatly Group as of Q3 2022.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2022, filed 4 Nov 2022.