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Plotkin Financial Advisors’s VanEck Oil Services ETF OIH Stock Holding History

Plotkin Financial 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
2021
Q3 		– Sell
-981
Closed -$215K – 100
2021
Q2 		$215K Buy
+981
New +$205K 0.12% 95

Other funds holding OIH

Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PC
Paulson & Co New York $2.58B AUM 68.51% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Plotkin Financial Advisors's OIH Position: Q3 2021 in Review

Plotkin Financial Advisors sold out of VanEck Oil Services ETF (OIH) in Q3 2021, closing a stake of 981 shares — an estimated $215K sold.

Plotkin Financial Advisors first reported a position in OIH in Q2 2021 and held it in 1 quarter. The position peaked at $215K in Q2 2021. 202 funds tracked by Wall St. Rank hold OIH as of Q3 2021.

  • Plotkin Financial Advisors reported no remaining VanEck Oil Services ETF position as of Q3 2021 after selling out during the quarter.
  • Plotkin Financial Advisors sold 981 VanEck Oil Services ETF shares in Q3 2021, an estimated $215K.
  • Plotkin Financial Advisors first reported a position in VanEck Oil Services ETF in Q2 2021 and held it in 1 quarter.
  • Plotkin Financial Advisors's VanEck Oil Services ETF position peaked at $215K in Q2 2021.
  • 202 funds tracked by Wall St. Rank held VanEck Oil Services ETF as of Q3 2021.

Based on Plotkin Financial Advisors's 13F filing for Q3 2021, filed 15 Nov 2024.