Tradition Wealth Management’s VanEck Oil Services ETF OIH Stock Holding History

Tradition Wealth Management’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
2024 Q1	–	Sell	-13	Closed	-$4K	–	924
2023 Q4	$4K	Buy	13 +1	+8%	+$321	﹤0.01%	1190
2023 Q3	$4K	Hold	12	–	–	﹤0.01%	1246
2023 Q2	$4K	Hold	12	–	–	﹤0.01%	1283
2023 Q1	$3K	Buy	12 +1	+9%	+$306	﹤0.01%	1258
2022 Q4	$3K	Buy	+11	New	+$3.15K	﹤0.01%	1123
2022 Q3	–	Sell	-11	Closed	-$3K	–	1205
2022 Q2	$3K	Hold	11	–	–	﹤0.01%	1049
2022 Q1	$3K	Buy	+11	New	+$2.7K	﹤0.01%	1118
2021 Q3	–	Sell	-12	Closed	-$3K	–	1198
2021 Q2	$3K	Buy	+12	New	+$2.51K	﹤0.01%	1142
2021 Q1	–	Sell	-11	Closed	-$2K	–	956
2020 Q4	$2K	Buy	+11	New	+$1.4K	﹤0.01%	950

Other funds holding OIH

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

GJL

Gendell Jeffrey L $11.3B AUM 163.05% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Tradition Wealth Management's OIH Position: Q1 2024 in Review

Tradition Wealth Management sold out of VanEck Oil Services ETF (OIH) in Q1 2024, closing a stake of 13 shares — an estimated $4K sold.

Tradition Wealth Management first reported a position in OIH in Q4 2020 and held it in 9 quarters. The position peaked at $4K in Q4 2023. 259 funds tracked by Wall St. Rank hold OIH as of Q1 2024.

Tradition Wealth Management reported no remaining VanEck Oil Services ETF position as of Q1 2024 after selling out during the quarter.
Tradition Wealth Management sold 13 VanEck Oil Services ETF shares in Q1 2024, an estimated $4K.
Tradition Wealth Management first reported a position in VanEck Oil Services ETF in Q4 2020 and held it in 9 quarters.
Tradition Wealth Management's VanEck Oil Services ETF position peaked at $4K in Q4 2023.
259 funds tracked by Wall St. Rank held VanEck Oil Services ETF as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.