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Sovereign Financial Group’s VanEck Oil Services ETF OIH Stock Holding History

Sovereign Financial Group’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
2023
Q2 		– Sell
-2,568
Closed -$712K – 234
2023
Q1 		$712K Buy
+2,568
New +$786K 0.26% 92

Other funds holding OIH

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
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
BPCE
Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany $5.12B AUM 27.39% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

Sovereign Financial Group's OIH Position: Q2 2023 in Review

Sovereign Financial Group sold out of VanEck Oil Services ETF (OIH) in Q2 2023, closing a stake of 2,568 shares — an estimated $712K sold.

Sovereign Financial Group first reported a position in OIH in Q1 2023 and held it in 1 quarter. The position peaked at $712K in Q1 2023. 240 funds tracked by Wall St. Rank hold OIH as of Q2 2023.

  • Sovereign Financial Group reported no remaining VanEck Oil Services ETF position as of Q2 2023 after selling out during the quarter.
  • Sovereign Financial Group sold 2,568 VanEck Oil Services ETF shares in Q2 2023, an estimated $712K.
  • Sovereign Financial Group first reported a position in VanEck Oil Services ETF in Q1 2023 and held it in 1 quarter.
  • Sovereign Financial Group's VanEck Oil Services ETF position peaked at $712K in Q1 2023.
  • 240 funds tracked by Wall St. Rank held VanEck Oil Services ETF as of Q2 2023.

Based on Sovereign Financial Group's 13F filing for Q2 2023, filed 31 Jul 2023.