Palumbo Wealth Management’s VanEck Oil Services ETF OIH Stock Holding History

Palumbo Wealth Management’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
2022 Q2	–	Sell	-1,881	Closed	-$531K	–	89
2022 Q1	$531K	Sell	1,881 -42	-2%	-$10.3K	0.34%	60
2021 Q4	$355K	Sell	1,923 -1,101	-36%	-$222K	0.22%	71
2021 Q3	$596K	Sell	3,024 -1,814	-37%	-$345K	0.39%	57
2021 Q2	$1.06M	Buy	+4,838	New	+$1.01M	0.71%	29

Other funds holding OIH

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Palumbo Wealth Management's OIH Position: Q2 2022 in Review

Palumbo Wealth Management sold out of VanEck Oil Services ETF (OIH) in Q2 2022, closing a stake of 1,881 shares — an estimated $531K sold.

Palumbo Wealth Management first reported a position in OIH in Q2 2021 and held it in 4 quarters. The position peaked at $1.06M in Q2 2021. 246 funds tracked by Wall St. Rank hold OIH as of Q2 2022.

Palumbo Wealth Management reported no remaining VanEck Oil Services ETF position as of Q2 2022 after selling out during the quarter.
Palumbo Wealth Management sold 1,881 VanEck Oil Services ETF shares in Q2 2022, an estimated $531K.
Palumbo Wealth Management first reported a position in VanEck Oil Services ETF in Q2 2021 and held it in 4 quarters.
Palumbo Wealth Management's VanEck Oil Services ETF position peaked at $1.06M in Q2 2021.
246 funds tracked by Wall St. Rank held VanEck Oil Services ETF as of Q2 2022.

Based on Palumbo Wealth Management's 13F filing for Q2 2022, filed 12 Aug 2022.