Worth Asset Management’s VanEck Oil Services ETF OIH Stock Holding History

Worth Asset 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
2023 Q3	–	Sell	-25	Closed	-$7.19K	–	303
2023 Q2	$7.19K	Sell	25 -85	-77%	-$23.1K	0.01%	337
2023 Q1	$30.5K	Sell	110 -85	-44%	-$26K	0.02%	222
2022 Q4	$59.3K	Buy	195 +160	+457%	+$45.8K	0.04%	167
2022 Q3	$7K	Sell	35 -372	-91%	-$85K	0.01%	314
2022 Q2	$95K	Buy	407 +159	+64%	+$43.6K	0.07%	129
2022 Q1	$62K	Buy	+248	New	+$60.9K	0.04%	183

Other funds holding OIH

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

Worth Asset Management's OIH Position: Q3 2023 in Review

Worth Asset Management sold out of VanEck Oil Services ETF (OIH) in Q3 2023, closing a stake of 25 shares — an estimated $7.19K sold.

Worth Asset Management first reported a position in OIH in Q1 2022 and held it in 6 quarters. The position peaked at $95K in Q2 2022. 269 funds tracked by Wall St. Rank hold OIH as of Q3 2023.

Worth Asset Management reported no remaining VanEck Oil Services ETF position as of Q3 2023 after selling out during the quarter.
Worth Asset Management sold 25 VanEck Oil Services ETF shares in Q3 2023, an estimated $7.19K.
Worth Asset Management first reported a position in VanEck Oil Services ETF in Q1 2022 and held it in 6 quarters.
Worth Asset Management's VanEck Oil Services ETF position peaked at $95K in Q2 2022.
269 funds tracked by Wall St. Rank held VanEck Oil Services ETF as of Q3 2023.

Based on Worth Asset Management's 13F filing for Q3 2023, filed 11 Oct 2023.