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WealthPLAN Partners’s VanEck Oil Services ETF OIH Stock Holding History

WealthPLAN Partners’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
2023
Q3 		– Sell
-353
Closed -$101K – 864
2023
Q2 		$101K Hold
353
– – 0.01% 396
2023
Q1 		$97.7K Buy
+353
New +$108K 0.01% 431

Other funds holding OIH

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

WealthPLAN Partners's OIH Position: Q3 2023 in Review

WealthPLAN Partners sold out of VanEck Oil Services ETF (OIH) in Q3 2023, closing a stake of 353 shares — an estimated $101K sold.

WealthPLAN Partners first reported a position in OIH in Q1 2023 and held it in 2 quarters. The position peaked at $101K in Q2 2023. 269 funds tracked by Wall St. Rank hold OIH as of Q3 2023.

  • WealthPLAN Partners reported no remaining VanEck Oil Services ETF position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 353 VanEck Oil Services ETF shares in Q3 2023, an estimated $101K.
  • WealthPLAN Partners first reported a position in VanEck Oil Services ETF in Q1 2023 and held it in 2 quarters.
  • WealthPLAN Partners's VanEck Oil Services ETF position peaked at $101K in Q2 2023.
  • 269 funds tracked by Wall St. Rank held VanEck Oil Services ETF as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.