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TFO Wealth Partners’s Oil States International OIS Stock Holding History

TFO Wealth Partners’s Portfolio OIS Stock Details OIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-595
Closed -$10.4K – 895
2022
Q4 		$10.4K Buy
+595
New +$3.68K ﹤0.01% 112

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PCM
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Dimensional Fund Advisors
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GJL
Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $71.6B AUM 29.66% 1-Year Est. Return

TFO Wealth Partners's OIS Position: Q1 2023 in Review

TFO Wealth Partners sold out of Oil States International (OIS) in Q1 2023, closing a stake of 595 shares — an estimated $10.4K sold.

TFO Wealth Partners first reported a position in OIS in Q4 2022 and held it in 1 quarter. The position peaked at $10.4K in Q4 2022. 170 funds tracked by Wall St. Rank hold OIS as of Q1 2023.

  • TFO Wealth Partners reported no remaining Oil States International position as of Q1 2023 after selling out during the quarter.
  • TFO Wealth Partners sold 595 Oil States International shares in Q1 2023, an estimated $10.4K.
  • TFO Wealth Partners first reported a position in Oil States International in Q4 2022 and held it in 1 quarter.
  • TFO Wealth Partners's Oil States International position peaked at $10.4K in Q4 2022.
  • 170 funds tracked by Wall St. Rank held Oil States International as of Q1 2023.

Based on TFO Wealth Partners's 13F filing for Q1 2023, filed 3 May 2023.