WOC
UFOX

West Oak Capital’s Defiance Space and Connective Tech ETF UFOX Stock Holding History

West Oak Capital’s Portfolio UFOX Stock Details UFOX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-600
Closed -$22K – 399
2021
Q3 		$22K Hold
600
– – 0.01% 237
2021
Q2 		$23K Hold
600
– – 0.01% 229
2021
Q1 		$21K Buy
600
+200
+50% +$7.02K 0.01% 227
2020
Q4 		$13K Buy
+400
New +$12.5K 0.01% 247

Other funds holding UFOX

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UBS Group
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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
FA
Fagan Associates Troy, New York $719M AUM 26.65% 1-Year Est. Return
6F
626 Financial Portage, Michigan $257M AUM 22.23% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

West Oak Capital's UFOX Position: Q4 2021 in Review

West Oak Capital sold out of Defiance Space and Connective Tech ETF (UFOX) in Q4 2021, closing a stake of 600 shares — an estimated $22K sold.

West Oak Capital first reported a position in UFOX in Q4 2020 and held it in 4 quarters. The position peaked at $23K in Q2 2021. 216 funds tracked by Wall St. Rank hold UFOX as of Q4 2021.

  • West Oak Capital reported no remaining Defiance Space and Connective Tech ETF position as of Q4 2021 after selling out during the quarter.
  • West Oak Capital sold 600 Defiance Space and Connective Tech ETF shares in Q4 2021, an estimated $22K.
  • West Oak Capital first reported a position in Defiance Space and Connective Tech ETF in Q4 2020 and held it in 4 quarters.
  • West Oak Capital's Defiance Space and Connective Tech ETF position peaked at $23K in Q2 2021.
  • 216 funds tracked by Wall St. Rank held Defiance Space and Connective Tech ETF as of Q4 2021.

Based on West Oak Capital's 13F filing for Q4 2021, filed 12 Jan 2022.