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Pinnacle Family Advisors’s VanEck Oil Services ETF OIH Stock Holding History

Pinnacle Family Advisors’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
2023
Q4 		– Sell
-795
Closed -$274K – 98
2023
Q3 		$274K Buy
+795
New +$269K 0.16% 71

Other funds holding OIH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
GJL
Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Pinnacle Family Advisors's OIH Position: Q4 2023 in Review

Pinnacle Family Advisors sold out of VanEck Oil Services ETF (OIH) in Q4 2023, closing a stake of 795 shares — an estimated $274K sold.

Pinnacle Family Advisors first reported a position in OIH in Q3 2023 and held it in 1 quarter. The position peaked at $274K in Q3 2023. 274 funds tracked by Wall St. Rank hold OIH as of Q4 2023.

  • Pinnacle Family Advisors reported no remaining VanEck Oil Services ETF position as of Q4 2023 after selling out during the quarter.
  • Pinnacle Family Advisors sold 795 VanEck Oil Services ETF shares in Q4 2023, an estimated $274K.
  • Pinnacle Family Advisors first reported a position in VanEck Oil Services ETF in Q3 2023 and held it in 1 quarter.
  • Pinnacle Family Advisors's VanEck Oil Services ETF position peaked at $274K in Q3 2023.
  • 274 funds tracked by Wall St. Rank held VanEck Oil Services ETF as of Q4 2023.

Based on Pinnacle Family Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.