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SilverOak Wealth Management’s VanEck Oil Services ETF OIH Stock Holding History

SilverOak Wealth Management’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
2024
Q4 		– Sell
-738
Closed -$209K – 103
2024
Q3 		$209K Buy
738
+65
+10% +$19.6K 0.05% 94
2024
Q2 		$213K Hold
673
– – 0.05% 90
2024
Q1 		$226K Hold
673
– – 0.06% 92
2023
Q4 		$208K Buy
+673
New +$216K 0.06% 84

Other funds holding OIH

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GJL
Gendell Jeffrey L $11.3B AUM 163.05% 1-Year Est. Return

SilverOak Wealth Management's OIH Position: Q4 2024 in Review

SilverOak Wealth Management sold out of VanEck Oil Services ETF (OIH) in Q4 2024, closing a stake of 738 shares — an estimated $209K sold.

SilverOak Wealth Management first reported a position in OIH in Q4 2023 and held it in 4 quarters. The position peaked at $226K in Q1 2024. 223 funds tracked by Wall St. Rank hold OIH as of Q4 2024.

  • SilverOak Wealth Management reported no remaining VanEck Oil Services ETF position as of Q4 2024 after selling out during the quarter.
  • SilverOak Wealth Management sold 738 VanEck Oil Services ETF shares in Q4 2024, an estimated $209K.
  • SilverOak Wealth Management first reported a position in VanEck Oil Services ETF in Q4 2023 and held it in 4 quarters.
  • SilverOak Wealth Management's VanEck Oil Services ETF position peaked at $226K in Q1 2024.
  • 223 funds tracked by Wall St. Rank held VanEck Oil Services ETF as of Q4 2024.

Based on SilverOak Wealth Management's 13F filing for Q4 2024, filed 31 Jan 2025.