MGO Private Wealth’s VanEck Oil Services ETF OIH Stock Holding History

MGO Private Wealth’s Portfolio OIH Stock Details OIH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-1,480	Closed	-$511K	–	75
2023 Q3	$511K	Sell	1,480 -371	-20%	-$125K	0.38%	40
2023 Q2	$532K	Buy	1,851 +246	+15%	+$66.7K	0.4%	44
2023 Q1	$445K	Buy	1,605 +96	+6%	+$29.4K	0.35%	48
2022 Q4	$459K	Buy	1,509 +246	+19%	+$70.4K	0.21%	76
2022 Q3	$267K	Buy	+1,263	New	+$289K	0.13%	105

Other funds holding OIH

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

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

GJL

Gendell Jeffrey L $11.3B AUM 163.05% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MGO Private Wealth's OIH Position: Q4 2023 in Review

MGO Private Wealth sold out of VanEck Oil Services ETF (OIH) in Q4 2023, closing a stake of 1,480 shares — an estimated $511K sold.

MGO Private Wealth first reported a position in OIH in Q3 2022 and held it in 5 quarters. The position peaked at $532K in Q2 2023. 274 funds tracked by Wall St. Rank hold OIH as of Q4 2023.

MGO Private Wealth reported no remaining VanEck Oil Services ETF position as of Q4 2023 after selling out during the quarter.
MGO Private Wealth sold 1,480 VanEck Oil Services ETF shares in Q4 2023, an estimated $511K.
MGO Private Wealth first reported a position in VanEck Oil Services ETF in Q3 2022 and held it in 5 quarters.
MGO Private Wealth's VanEck Oil Services ETF position peaked at $532K in Q2 2023.
274 funds tracked by Wall St. Rank held VanEck Oil Services ETF as of Q4 2023.

Based on MGO Private Wealth's 13F filing for Q4 2023, filed 5 Feb 2024.