Private Wealth Advisors (California)’s VanEck Oil Services ETF OIH Stock Holding History

Private Wealth Advisors (California)’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	-2,888	Closed	-$996K	–	82
2023 Q3	$996K	Sell	2,888 -129	-4%	-$43.6K	0.42%	46
2023 Q2	$868K	Sell	3,017 -17	-0.6%	-$4.61K	0.35%	47
2023 Q1	$841K	Sell	3,034 -88	-3%	-$26.9K	0.35%	48
2022 Q4	$949K	Sell	3,122 -2,956	-49%	-$846K	0.32%	52
2022 Q3	$1.28M	Sell	6,078 -11	-0.2%	-$2.51K	0.6%	38
2022 Q2	$1.46M	Sell	6,089 -3	-0%	-$822	0.54%	39
2022 Q1	$1.72M	Buy	6,092 +26	+0.4%	+$6.38K	0.55%	37
2021 Q4	$1.12M	Buy	6,066 +6	+0.1%	+$1.21K	0.24%	57
2021 Q3	$1.1M	Sell	6,060 -5,700	-48%	-$1.08M	0.26%	66
2021 Q2	$2.58M	Buy	11,760 +1,489	+14%	+$311K	0.79%	24
2021 Q1	$1.96M	Buy	10,271 +3,281	+47%	+$618K	0.67%	30
2020 Q4	$1.26M	Buy	+6,990	New	+$887K	0.43%	35

Other funds holding OIH

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

GJL

Gendell Jeffrey L $11.3B AUM 163.05% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

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

Private Wealth Advisors (California)'s OIH Position: Q4 2023 in Review

Private Wealth Advisors (California) sold out of VanEck Oil Services ETF (OIH) in Q4 2023, closing a stake of 2,888 shares — an estimated $996K sold.

Private Wealth Advisors (California) first reported a position in OIH in Q4 2020 and held it in 12 quarters. The position peaked at $2.58M in Q2 2021. 274 funds tracked by Wall St. Rank hold OIH as of Q4 2023.

Private Wealth Advisors (California) reported no remaining VanEck Oil Services ETF position as of Q4 2023 after selling out during the quarter.
Private Wealth Advisors (California) sold 2,888 VanEck Oil Services ETF shares in Q4 2023, an estimated $996K.
Private Wealth Advisors (California) first reported a position in VanEck Oil Services ETF in Q4 2020 and held it in 12 quarters.
Private Wealth Advisors (California)'s VanEck Oil Services ETF position peaked at $2.58M in Q2 2021.
274 funds tracked by Wall St. Rank held VanEck Oil Services ETF as of Q4 2023.

Based on Private Wealth Advisors (California)'s 13F filing for Q4 2023, filed 23 Jan 2024.