PFS
OTLY icon

Prospera Financial Services’s Oatly Group OTLY Stock Holding History

Prospera Financial Services’s Portfolio OTLY Stock Details OTLY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-713
Closed -$16.1K – 1171
2024
Q1 		$16.1K Sell
713
-37
-5% -$831 ﹤0.01% 1086
2023
Q4 		$17.7K Hold
750
– – ﹤0.01% 1042
2023
Q3 		$13.4K Hold
750
– – ﹤0.01% 1001
2023
Q2 		$30.7K Buy
+750
New +$30.7K ﹤0.01% 995
2022
Q2 		– Sell
-25
Closed -$3K – 2295
2022
Q1 		$3K Buy
+25
New +$3.3K ﹤0.01% 2404

Other funds holding OTLY

Blackstone Inc
Blackstone Inc New York $39B AUM 18.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $99.8B AUM 45.22% 1-Year Est. Return
PCM
Portolan Capital Management Boston, Massachusetts $2.67B AUM 169.09% 1-Year Est. Return
WP
Woodline Partners San Francisco, California $32.4B AUM 58.5% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.59B AUM 39.81% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CM
CastleKnight Management New York $7.38B AUM 133.13% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
SAM
Storebrand Asset Management Lysaker, Norway $40.6B AUM 38.65% 1-Year Est. Return

Prospera Financial Services's OTLY Position: Q2 2024 in Review

Prospera Financial Services sold out of Oatly Group (OTLY) in Q2 2024, closing a stake of 713 shares — an estimated $16.1K sold.

Prospera Financial Services first reported a position in OTLY in Q1 2022 and held it in 5 quarters. The position peaked at $30.7K in Q2 2023. 111 funds tracked by Wall St. Rank hold OTLY as of Q2 2024.

  • Prospera Financial Services reported no remaining Oatly Group position as of Q2 2024 after selling out during the quarter.
  • Prospera Financial Services sold 713 Oatly Group shares in Q2 2024, an estimated $16.1K.
  • Prospera Financial Services first reported a position in Oatly Group in Q1 2022 and held it in 5 quarters.
  • Prospera Financial Services's Oatly Group position peaked at $30.7K in Q2 2023.
  • 111 funds tracked by Wall St. Rank held Oatly Group as of Q2 2024.

Based on Prospera Financial Services's 13F filing for Q2 2024, filed 13 Aug 2024.