PFGIA
OII icon

Patriot Financial Group Insurance Agency’s Oceaneering OII Stock Holding History

Patriot Financial Group Insurance Agency’s Portfolio OII Stock Details OII Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-8,000
Closed -$206K – 493
2023
Q3 		$206K Buy
+8,000
New +$183K 0.04% 421

Other funds holding OII

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Patriot Financial Group Insurance Agency's OII Position: Q4 2023 in Review

Patriot Financial Group Insurance Agency sold out of Oceaneering (OII) in Q4 2023, closing a stake of 8,000 shares — an estimated $206K sold.

Patriot Financial Group Insurance Agency first reported a position in OII in Q3 2023 and held it in 1 quarter. The position peaked at $206K in Q3 2023. 235 funds tracked by Wall St. Rank hold OII as of Q4 2023.

  • Patriot Financial Group Insurance Agency reported no remaining Oceaneering position as of Q4 2023 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 8,000 Oceaneering shares in Q4 2023, an estimated $206K.
  • Patriot Financial Group Insurance Agency first reported a position in Oceaneering in Q3 2023 and held it in 1 quarter.
  • Patriot Financial Group Insurance Agency's Oceaneering position peaked at $206K in Q3 2023.
  • 235 funds tracked by Wall St. Rank held Oceaneering as of Q4 2023.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q4 2023, filed 19 Jan 2024.