KPCM
OTLY

Kings Point Capital Management’s Oatly Group OTLY Stock Holding History

Kings Point Capital Management’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
2021
Q4 		– Sell
-50
Closed -$15K – 649
2021
Q3 		$15K Hold
50
– – ﹤0.01% 523
2021
Q2 		$24K Buy
+50
New +$24.8K ﹤0.01% 443

Other funds holding OTLY

Blackstone Inc
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Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LCG
Luxor Capital Group New York $1.43B AUM 30.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Kings Point Capital Management's OTLY Position: Q4 2021 in Review

Kings Point Capital Management sold out of Oatly Group (OTLY) in Q4 2021, closing a stake of 50 shares — an estimated $15K sold.

Kings Point Capital Management first reported a position in OTLY in Q2 2021 and held it in 2 quarters. The position peaked at $24K in Q2 2021. 175 funds tracked by Wall St. Rank hold OTLY as of Q4 2021.

  • Kings Point Capital Management reported no remaining Oatly Group position as of Q4 2021 after selling out during the quarter.
  • Kings Point Capital Management sold 50 Oatly Group shares in Q4 2021, an estimated $15K.
  • Kings Point Capital Management first reported a position in Oatly Group in Q2 2021 and held it in 2 quarters.
  • Kings Point Capital Management's Oatly Group position peaked at $24K in Q2 2021.
  • 175 funds tracked by Wall St. Rank held Oatly Group as of Q4 2021.

Based on Kings Point Capital Management's 13F filing for Q4 2021, filed 11 Feb 2022.