Patriot Financial Group Insurance Agency’s VanEck Oil Services ETF OIH Stock Holding History

Patriot Financial Group Insurance Agency’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 Q3	–	Sell	-17	Closed	-$4K	–	1446
2022 Q2	$4K	Sell	17 -5	-23%	-$1.37K	﹤0.01%	1565
2022 Q1	$6K	Hold	22	–	–	﹤0.01%	1555
2021 Q4	$4K	Buy	+22	New	+$4.43K	﹤0.01%	1789
2021 Q1	–	Sell	-45	Closed	-$7K	–	2051
2020 Q4	$7K	Sell	45 -10	-18%	-$1.27K	﹤0.01%	1328
2020 Q3	$5K	Buy	55 +45	+450%	+$5.52K	﹤0.01%	1242
2020 Q2	$1K	Hold	10	–	–	﹤0.01%	1556
2020 Q1	$1K	Hold	10	–	–	﹤0.01%	1470
2019 Q4	$3K	Hold	10	–	–	﹤0.01%	1055
2019 Q3	$2K	Hold	10	–	–	﹤0.01%	1108
2019 Q2	$3K	Hold	10	–	–	﹤0.01%	1053
2019 Q1	$3K	Buy	+10	New	+$3.37K	﹤0.01%	956

Other funds holding OIH

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

BPCE

Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany $5.12B AUM 27.39% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Patriot Financial Group Insurance Agency's OIH Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of VanEck Oil Services ETF (OIH) in Q3 2022, closing a stake of 17 shares — an estimated $4K sold.

Patriot Financial Group Insurance Agency first reported a position in OIH in Q1 2019 and held it in 11 quarters. The position peaked at $7K in Q4 2020. 225 funds tracked by Wall St. Rank hold OIH as of Q3 2022.

Patriot Financial Group Insurance Agency reported no remaining VanEck Oil Services ETF position as of Q3 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 17 VanEck Oil Services ETF shares in Q3 2022, an estimated $4K.
Patriot Financial Group Insurance Agency first reported a position in VanEck Oil Services ETF in Q1 2019 and held it in 11 quarters.
Patriot Financial Group Insurance Agency's VanEck Oil Services ETF position peaked at $7K in Q4 2020.
225 funds tracked by Wall St. Rank held VanEck Oil Services ETF as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.