Simplicity Wealth’s Oceaneering OII Stock Holding History

Simplicity Wealth’s Portfolio OII Stock Details OII Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-12,124	Closed	-$287K	–	984
2024 Q2	$287K	Sell	12,124 -23	-0.2%	-$531	0.01%	965
2024 Q1	$284K	Buy	+12,147	New	+$255K	0.01%	938

Other funds holding OII

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Greenhouse Funds Baltimore, Maryland $2.23B AUM 12.38% 1-Year Est. Return

Simplicity Wealth's OII Position: Q3 2024 in Review

Simplicity Wealth sold out of Oceaneering (OII) in Q3 2024, closing a stake of 12,124 shares — an estimated $287K sold.

Simplicity Wealth first reported a position in OII in Q1 2024 and held it in 2 quarters. The position peaked at $287K in Q2 2024. 259 funds tracked by Wall St. Rank hold OII as of Q3 2024.

Simplicity Wealth reported no remaining Oceaneering position as of Q3 2024 after selling out during the quarter.
Simplicity Wealth sold 12,124 Oceaneering shares in Q3 2024, an estimated $287K.
Simplicity Wealth first reported a position in Oceaneering in Q1 2024 and held it in 2 quarters.
Simplicity Wealth's Oceaneering position peaked at $287K in Q2 2024.
259 funds tracked by Wall St. Rank held Oceaneering as of Q3 2024.

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