Newbridge Financial Services Group’s VanEck Oil Services ETF OIH Stock Holding History

Newbridge Financial Services Group’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
2024 Q1	–	Sell	-25	Closed	-$7.74K	–	1257
2023 Q4	$7.74K	Buy	25 +16	+178%	+$5.14K	﹤0.01%	793
2023 Q3	$3.1K	Hold	9	–	–	﹤0.01%	1025
2023 Q2	$2.59K	Sell	9 -5	-36%	-$1.36K	﹤0.01%	1104
2023 Q1	$3.88K	Hold	14	–	–	﹤0.01%	1107
2022 Q4	$4.26K	Buy	14 +5	+56%	+$1.43K	﹤0.01%	1099
2022 Q3	$2K	Hold	9	–	–	﹤0.01%	1218
2022 Q2	$2K	Hold	9	–	–	﹤0.01%	1202
2022 Q1	$3K	Hold	9	–	–	﹤0.01%	1223
2021 Q4	$2K	Sell	9 -291	-97%	-$58.7K	﹤0.01%	1256
2021 Q3	$59K	Hold	300	–	–	0.04%	369
2021 Q2	$66K	Buy	+300	New	+$62.7K	0.04%	358

Other funds holding OIH

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

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

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

GJL

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

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

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

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

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

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Newbridge Financial Services Group's OIH Position: Q1 2024 in Review

Newbridge Financial Services Group sold out of VanEck Oil Services ETF (OIH) in Q1 2024, closing a stake of 25 shares — an estimated $7.74K sold.

Newbridge Financial Services Group first reported a position in OIH in Q2 2021 and held it in 11 quarters. The position peaked at $66K in Q2 2021. 259 funds tracked by Wall St. Rank hold OIH as of Q1 2024.

Newbridge Financial Services Group reported no remaining VanEck Oil Services ETF position as of Q1 2024 after selling out during the quarter.
Newbridge Financial Services Group sold 25 VanEck Oil Services ETF shares in Q1 2024, an estimated $7.74K.
Newbridge Financial Services Group first reported a position in VanEck Oil Services ETF in Q2 2021 and held it in 11 quarters.
Newbridge Financial Services Group's VanEck Oil Services ETF position peaked at $66K in Q2 2021.
259 funds tracked by Wall St. Rank held VanEck Oil Services ETF as of Q1 2024.

Based on Newbridge Financial Services Group's 13F filing for Q1 2024, filed 24 Apr 2024.