PCWA
OTLY icon

Pacific Capital Wealth Advisors’s Oatly Group OTLY Stock Holding History

Pacific Capital Wealth Advisors’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
2025
Q1 		– Sell
-40
Closed -$530 – 286
2024
Q4 		$530 Hold
40
– – ﹤0.01% 367
2024
Q3 		$684 Hold
40
– – ﹤0.01% 442
2024
Q2 		$752 Hold
40
– – ﹤0.01% 461
2024
Q1 		$904 Hold
40
– – ﹤0.01% 480
2023
Q4 		$944 Buy
+40
New +$660 ﹤0.01% 305

Other funds holding OTLY

Blackstone Inc
Blackstone Inc New York $39B AUM 18.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RBI
Raiffeisen Bank International Vienna, Austria $8.53B AUM 46.94% 1-Year Est. Return
TAM
TFG Asset Management Grand Cayman, Cayman Islands $635M AUM 28.07% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
IEFM
IQ EQ Fund Management Dublin 2, Ireland $1.57B AUM 40.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SAM
Storebrand Asset Management Lysaker, Norway $40.6B AUM 38.65% 1-Year Est. Return
SAM
Shikiar Asset Management New York $396M AUM 41.06% 1-Year Est. Return
CM
CastleKnight Management New York $7.38B AUM 133.13% 1-Year Est. Return

Pacific Capital Wealth Advisors's OTLY Position: Q1 2025 in Review

Pacific Capital Wealth Advisors sold out of Oatly Group (OTLY) in Q1 2025, closing a stake of 40 shares — an estimated $530 sold.

Pacific Capital Wealth Advisors first reported a position in OTLY in Q4 2023 and held it in 5 quarters. The position peaked at $944 in Q4 2023. 59 funds tracked by Wall St. Rank hold OTLY as of Q1 2025.

  • Pacific Capital Wealth Advisors reported no remaining Oatly Group position as of Q1 2025 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 40 Oatly Group shares in Q1 2025, an estimated $530.
  • Pacific Capital Wealth Advisors first reported a position in Oatly Group in Q4 2023 and held it in 5 quarters.
  • Pacific Capital Wealth Advisors's Oatly Group position peaked at $944 in Q4 2023.
  • 59 funds tracked by Wall St. Rank held Oatly Group as of Q1 2025.

Based on Pacific Capital Wealth Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.