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United Capital Financial Advisors’s Oil States International OIS Stock Holding History

United Capital Financial Advisors’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
Q4 		– Sell
-10,369
Closed -$86.8K – 1106
2023
Q3 		$86.8K Buy
+10,369
New +$84K ﹤0.01% 820

Other funds holding OIS

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Vanguard Group
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PCM
Palisade Capital Management Fort Lee, New Jersey $3B AUM 14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

United Capital Financial Advisors's OIS Position: Q4 2023 in Review

United Capital Financial Advisors sold out of Oil States International (OIS) in Q4 2023, closing a stake of 10,369 shares — an estimated $86.8K sold.

United Capital Financial Advisors first reported a position in OIS in Q3 2023 and held it in 1 quarter. The position peaked at $86.8K in Q3 2023. 180 funds tracked by Wall St. Rank hold OIS as of Q4 2023.

  • United Capital Financial Advisors reported no remaining Oil States International position as of Q4 2023 after selling out during the quarter.
  • United Capital Financial Advisors sold 10,369 Oil States International shares in Q4 2023, an estimated $86.8K.
  • United Capital Financial Advisors first reported a position in Oil States International in Q3 2023 and held it in 1 quarter.
  • United Capital Financial Advisors's Oil States International position peaked at $86.8K in Q3 2023.
  • 180 funds tracked by Wall St. Rank held Oil States International as of Q4 2023.

Based on United Capital Financial Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.