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Oak Family Advisors’s VanEck Agribusiness ETF MOO Stock Holding History

Oak Family Advisors’s Portfolio MOO Stock Details MOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-3,180
Closed -$332K – 143
2022
Q1 		$332K Hold
3,180
– – 0.17% 99
2021
Q4 		$303K Sell
3,180
-300
-9% -$28.3K 0.15% 119
2021
Q3 		$318K Hold
3,480
– – 0.17% 108
2021
Q2 		$317K Hold
3,480
– – 0.19% 80
2021
Q1 		$305K Hold
3,480
– – 0.21% 81
2020
Q4 		$271K Buy
+3,480
New +$252K 0.2% 86

Other funds holding MOO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
PWPCM
Perella Weinberg Partners Capital Management New York $993M AUM 6.71% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $75.5B AUM 35.56% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return