United Capital Financial Advisors
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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

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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. 181 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.
  • 181 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.