Symphony Financial’s VanEck Oil Services ETF OIH Stock Holding History

Symphony Financial’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 Q1	–	Sell	-1,700	Closed	-$494K	–	207
2022 Q4	$494K	Sell	1,700 -11	-0.6%	-$3.15K	0.13%	141
2022 Q3	$363K	Buy	1,711 +11	+0.6%	+$2.51K	0.12%	154
2022 Q2	$405K	Hold	1,700	–	–	0.12%	145
2022 Q1	$477K	Buy	+1,700	New	+$417K	0.11%	129

Other funds holding OIH

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Symphony Financial's OIH Position: Q1 2023 in Review

Symphony Financial sold out of VanEck Oil Services ETF (OIH) in Q1 2023, closing a stake of 1,700 shares — an estimated $494K sold.

Symphony Financial first reported a position in OIH in Q1 2022 and held it in 4 quarters. The position peaked at $494K in Q4 2022. 271 funds tracked by Wall St. Rank hold OIH as of Q1 2023.

Symphony Financial reported no remaining VanEck Oil Services ETF position as of Q1 2023 after selling out during the quarter.
Symphony Financial sold 1,700 VanEck Oil Services ETF shares in Q1 2023, an estimated $494K.
Symphony Financial first reported a position in VanEck Oil Services ETF in Q1 2022 and held it in 4 quarters.
Symphony Financial's VanEck Oil Services ETF position peaked at $494K in Q4 2022.
271 funds tracked by Wall St. Rank held VanEck Oil Services ETF as of Q1 2023.

Based on Symphony Financial's 13F filing for Q1 2023, filed 3 May 2023.