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Walled Lake Planning & Wealth Management’s VanEck Oil Services ETF OIH Stock Holding History

Walled Lake Planning & 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
2021
Q4 		– Sell
-70
Closed -$14K – 247
2021
Q3 		$14K Hold
70
– – 0.01% 246
2021
Q2 		$15K Buy
+70
New +$14.6K 0.01% 228

Other funds holding OIH

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PC
Paulson & Co New York $3.11B AUM 94.93% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Walled Lake Planning & Wealth Management's OIH Position: Q4 2021 in Review

Walled Lake Planning & Wealth Management sold out of VanEck Oil Services ETF (OIH) in Q4 2021, closing a stake of 70 shares — an estimated $14K sold.

Walled Lake Planning & Wealth Management first reported a position in OIH in Q2 2021 and held it in 2 quarters. The position peaked at $15K in Q2 2021. 206 funds tracked by Wall St. Rank hold OIH as of Q4 2021.

  • Walled Lake Planning & Wealth Management reported no remaining VanEck Oil Services ETF position as of Q4 2021 after selling out during the quarter.
  • Walled Lake Planning & Wealth Management sold 70 VanEck Oil Services ETF shares in Q4 2021, an estimated $14K.
  • Walled Lake Planning & Wealth Management first reported a position in VanEck Oil Services ETF in Q2 2021 and held it in 2 quarters.
  • Walled Lake Planning & Wealth Management's VanEck Oil Services ETF position peaked at $15K in Q2 2021.
  • 206 funds tracked by Wall St. Rank held VanEck Oil Services ETF as of Q4 2021.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q4 2021, filed 10 Feb 2022.