Kestra Advisory Services’s Oatly Group OTLY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Sell
-1,530
Closed -$36.1K 2512
2023
Q4
$36.1K Sell
1,530
-2,283
-60% -$37.6K ﹤0.01% 2236
2023
Q3
$68.3K Buy
+3,813
New +$111K ﹤0.01% 2041

Other funds holding OTLY

Kestra Advisory Services's OTLY Position: Q1 2024 in Review

Kestra Advisory Services sold out of Oatly Group (OTLY) in Q1 2024, closing a stake of 1,530 shares — an estimated $36.1K sold.

Kestra Advisory Services first reported a position in OTLY in Q3 2023 and held it in 2 quarters. The position peaked at $68.3K in Q3 2023. 119 funds tracked by Wall St. Rank hold OTLY as of Q1 2024.

  • Kestra Advisory Services reported no remaining Oatly Group position as of Q1 2024 after selling out during the quarter.
  • Kestra Advisory Services sold 1,530 Oatly Group shares in Q1 2024, an estimated $36.1K.
  • Kestra Advisory Services first reported a position in Oatly Group in Q3 2023 and held it in 2 quarters.
  • Kestra Advisory Services's Oatly Group position peaked at $68.3K in Q3 2023.
  • 119 funds tracked by Wall St. Rank held Oatly Group as of Q1 2024.

Based on Kestra Advisory Services's 13F filing for Q1 2024, filed 15 May 2024.