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Whalen Wealth Management’s VanEck Oil Services ETF OIH Stock Holding History

Whalen 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
2024
Q1 		– Sell
-3,995
Closed -$1.24M – 147
2023
Q4 		$1.24M Buy
+3,995
New +$1.28M 1.11% 14

Other funds holding OIH

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
GJL
Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Whalen Wealth Management's OIH Position: Q1 2024 in Review

Whalen Wealth Management sold out of VanEck Oil Services ETF (OIH) in Q1 2024, closing a stake of 3,995 shares — an estimated $1.24M sold.

Whalen Wealth Management first reported a position in OIH in Q4 2023 and held it in 1 quarter. The position peaked at $1.24M in Q4 2023. 259 funds tracked by Wall St. Rank hold OIH as of Q1 2024.

  • Whalen Wealth Management reported no remaining VanEck Oil Services ETF position as of Q1 2024 after selling out during the quarter.
  • Whalen Wealth Management sold 3,995 VanEck Oil Services ETF shares in Q1 2024, an estimated $1.24M.
  • Whalen Wealth Management first reported a position in VanEck Oil Services ETF in Q4 2023 and held it in 1 quarter.
  • Whalen Wealth Management's VanEck Oil Services ETF position peaked at $1.24M in Q4 2023.
  • 259 funds tracked by Wall St. Rank held VanEck Oil Services ETF as of Q1 2024.

Based on Whalen Wealth Management's 13F filing for Q1 2024, filed 25 Apr 2024.