SOA Wealth Advisors’s Oatly Group OTLY Stock Holding History

SOA Wealth Advisors’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
2023 Q4	–	Sell	-9	Closed	-$154	–	935
2023 Q3	$154	Hold	9	–	–	﹤0.01%	886
2023 Q2	$353	Hold	9	–	–	﹤0.01%	847
2023 Q1	$416	Hold	9	–	–	﹤0.01%	857
2022 Q4	$299	Hold	9	–	–	﹤0.01%	879
2022 Q3	$0	Hold	9	–	–	﹤0.01%	943
2022 Q2	$0	Hold	9	–	–	﹤0.01%	969
2022 Q1	$0	Hold	9	–	–	﹤0.01%	977
2021 Q4	$1K	Hold	9	–	–	﹤0.01%	836
2021 Q3	$2K	Buy	+9	New	+$3.26K	﹤0.01%	793

Other funds holding OTLY

Blackstone Inc New York $39B AUM 18.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

BNP Paribas Asset Management Paris, France $99.8B AUM 45.22% 1-Year Est. Return

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

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

TAM

TFG Asset Management Grand Cayman, Cayman Islands $635M AUM 28.07% 1-Year Est. Return

IEFM

IQ EQ Fund Management Dublin 2, Ireland $1.57B AUM 40.42% 1-Year Est. Return

CastleKnight Management New York $7.38B AUM 133.13% 1-Year Est. Return

SAM

Storebrand Asset Management Lysaker, Norway $40.6B AUM 38.65% 1-Year Est. Return

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

SOA Wealth Advisors's OTLY Position: Q4 2023 in Review

SOA Wealth Advisors sold out of Oatly Group (OTLY) in Q4 2023, closing a stake of 9 shares — an estimated $154 sold.

SOA Wealth Advisors first reported a position in OTLY in Q3 2021 and held it in 9 quarters. The position peaked at $2K in Q3 2021. 118 funds tracked by Wall St. Rank hold OTLY as of Q4 2023.

SOA Wealth Advisors reported no remaining Oatly Group position as of Q4 2023 after selling out during the quarter.
SOA Wealth Advisors sold 9 Oatly Group shares in Q4 2023, an estimated $154.
SOA Wealth Advisors first reported a position in Oatly Group in Q3 2021 and held it in 9 quarters.
SOA Wealth Advisors's Oatly Group position peaked at $2K in Q3 2021.
118 funds tracked by Wall St. Rank held Oatly Group as of Q4 2023.

Based on SOA Wealth Advisors's 13F filing for Q4 2023, filed 10 Jan 2024.