Valeo Financial Advisors
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Valeo Financial Advisors’s VanEck Oil Services ETF OIH Stock Holding History

Valeo Financial Advisors’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
2020
Q4 		– Sell
-42
Closed -$4K – 1793
2020
Q3 		$4K Buy
+42
New +$5.15K ﹤0.01% 1303

Other funds holding OIH

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
PGIM Custom Harvest
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
ACI
AMP Capital Investors Sydney, Australia $2.37B AUM 23.59% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Valeo Financial Advisors's OIH Position: Q4 2020 in Review

Valeo Financial Advisors sold out of VanEck Oil Services ETF (OIH) in Q4 2020, closing a stake of 42 shares — an estimated $4K sold.

Valeo Financial Advisors first reported a position in OIH in Q3 2020 and held it in 1 quarter. The position peaked at $4K in Q3 2020. 123 funds tracked by Wall St. Rank hold OIH as of Q4 2020.

  • Valeo Financial Advisors reported no remaining VanEck Oil Services ETF position as of Q4 2020 after selling out during the quarter.
  • Valeo Financial Advisors sold 42 VanEck Oil Services ETF shares in Q4 2020, an estimated $4K.
  • Valeo Financial Advisors first reported a position in VanEck Oil Services ETF in Q3 2020 and held it in 1 quarter.
  • Valeo Financial Advisors's VanEck Oil Services ETF position peaked at $4K in Q3 2020.
  • 123 funds tracked by Wall St. Rank held VanEck Oil Services ETF as of Q4 2020.

Based on Valeo Financial Advisors's 13F filing for Q4 2020, filed 11 Feb 2021.