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Abich Financial Wealth Management’s Invesco DB Commodity Index Tracking Fund DBC Stock Holding History

Abich Financial Wealth Management’s Portfolio DBC Stock Details DBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-4,690
Closed -$103K – 571
2023
Q4 		$103K Buy
+4,690
New +$112K 0.1% 36

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Wells Fargo
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return
HS
HighVista Strategies Boston, Massachusetts $362M AUM 230.96% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Abich Financial Wealth Management's DBC Position: Q1 2024 in Review

Abich Financial Wealth Management sold out of Invesco DB Commodity Index Tracking Fund (DBC) in Q1 2024, closing a stake of 4,690 shares — an estimated $103K sold.

Abich Financial Wealth Management first reported a position in DBC in Q4 2023 and held it in 1 quarter. The position peaked at $103K in Q4 2023. 220 funds tracked by Wall St. Rank hold DBC as of Q1 2024.

  • Abich Financial Wealth Management reported no remaining Invesco DB Commodity Index Tracking Fund position as of Q1 2024 after selling out during the quarter.
  • Abich Financial Wealth Management sold 4,690 Invesco DB Commodity Index Tracking Fund shares in Q1 2024, an estimated $103K.
  • Abich Financial Wealth Management first reported a position in Invesco DB Commodity Index Tracking Fund in Q4 2023 and held it in 1 quarter.
  • Abich Financial Wealth Management's Invesco DB Commodity Index Tracking Fund position peaked at $103K in Q4 2023.
  • 220 funds tracked by Wall St. Rank held Invesco DB Commodity Index Tracking Fund as of Q1 2024.

Based on Abich Financial Wealth Management's 13F filing for Q1 2024, filed 21 Jun 2024.