UWM
OTLY

USAdvisors Wealth Management’s Oatly Group OTLY Stock Holding History

USAdvisors Wealth Management’s Portfolio OTLY Stock Details OTLY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-600
Closed -$7K – 147
2024
Q4 		$7K Buy
+600
New +$8.84K ﹤0.01% 139

Other funds holding OTLY

Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RBI
Raiffeisen Bank International Vienna, Austria $6.97B AUM 29.39% 1-Year Est. Return
TAM
TFG Asset Management Grand Cayman, Cayman Islands $515M AUM 24.47% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
IEFM
IQ EQ Fund Management Dublin 2, Ireland $1.32B AUM 31.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SAM
Storebrand Asset Management Lysaker, Norway $34.8B AUM 25.49% 1-Year Est. Return
SAM
Shikiar Asset Management New York $347M AUM 23.44% 1-Year Est. Return
CM
CastleKnight Management New York $6B AUM 121.87% 1-Year Est. Return

USAdvisors Wealth Management's OTLY Position: Q1 2025 in Review

USAdvisors Wealth Management sold out of Oatly Group (OTLY) in Q1 2025, closing a stake of 600 shares — an estimated $7K sold.

USAdvisors Wealth Management first reported a position in OTLY in Q4 2024 and held it in 1 quarter. The position peaked at $7K in Q4 2024. 59 funds tracked by Wall St. Rank hold OTLY as of Q1 2025.

  • USAdvisors Wealth Management reported no remaining Oatly Group position as of Q1 2025 after selling out during the quarter.
  • USAdvisors Wealth Management sold 600 Oatly Group shares in Q1 2025, an estimated $7K.
  • USAdvisors Wealth Management first reported a position in Oatly Group in Q4 2024 and held it in 1 quarter.
  • USAdvisors Wealth Management's Oatly Group position peaked at $7K in Q4 2024.
  • 59 funds tracked by Wall St. Rank held Oatly Group as of Q1 2025.

Based on USAdvisors Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.