WAP
OTLY

Wealthcare Advisory Partners’s Oatly Group OTLY Stock Holding History

Wealthcare Advisory Partners’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
-525
Closed -$6.96K – 938
2024
Q4 		$6.96K Buy
+525
New +$7.74K ﹤0.01% 886

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RBI
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TAM
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BNP Paribas Financial Markets
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IEFM
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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

Wealthcare Advisory Partners's OTLY Position: Q1 2025 in Review

Wealthcare Advisory Partners sold out of Oatly Group (OTLY) in Q1 2025, closing a stake of 525 shares — an estimated $6.96K sold.

Wealthcare Advisory Partners first reported a position in OTLY in Q4 2024 and held it in 1 quarter. The position peaked at $6.96K in Q4 2024. 59 funds tracked by Wall St. Rank hold OTLY as of Q1 2025.

  • Wealthcare Advisory Partners reported no remaining Oatly Group position as of Q1 2025 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 525 Oatly Group shares in Q1 2025, an estimated $6.96K.
  • Wealthcare Advisory Partners first reported a position in Oatly Group in Q4 2024 and held it in 1 quarter.
  • Wealthcare Advisory Partners's Oatly Group position peaked at $6.96K in Q4 2024.
  • 59 funds tracked by Wall St. Rank held Oatly Group as of Q1 2025.

Based on Wealthcare Advisory Partners's 13F filing for Q1 2025, filed 15 Apr 2025.