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Simplicity Wealth’s VanEck Oil Services ETF OIH Stock Holding History

Simplicity Wealth’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
Q3 		– Sell
-1,300
Closed -$411K – 983
2024
Q2 		$411K Buy
1,300
+163
+14% +$52.2K 0.01% 837
2024
Q1 		$382K Buy
+1,137
New +$345K 0.01% 834

Other funds holding OIH

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
EPFB
Employees Provident Fund Board Shah Alam, Malaysia $13.2B AUM 29.65% 1-Year Est. Return

Simplicity Wealth's OIH Position: Q3 2024 in Review

Simplicity Wealth sold out of VanEck Oil Services ETF (OIH) in Q3 2024, closing a stake of 1,300 shares — an estimated $411K sold.

Simplicity Wealth first reported a position in OIH in Q1 2024 and held it in 2 quarters. The position peaked at $411K in Q2 2024. 219 funds tracked by Wall St. Rank hold OIH as of Q3 2024.

  • Simplicity Wealth reported no remaining VanEck Oil Services ETF position as of Q3 2024 after selling out during the quarter.
  • Simplicity Wealth sold 1,300 VanEck Oil Services ETF shares in Q3 2024, an estimated $411K.
  • Simplicity Wealth first reported a position in VanEck Oil Services ETF in Q1 2024 and held it in 2 quarters.
  • Simplicity Wealth's VanEck Oil Services ETF position peaked at $411K in Q2 2024.
  • 219 funds tracked by Wall St. Rank held VanEck Oil Services ETF as of Q3 2024.

Based on Simplicity Wealth's 13F filing for Q3 2024, filed 10 Oct 2024.