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Accurate Wealth Management’s Invesco DB Base Metals Fund DBB Stock Holding History

Accurate Wealth Management’s Portfolio DBB Stock Details DBB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-12
Closed -$248 – 524
2022
Q4 		$248 Buy
+12
New +$230 ﹤0.01% 1569

Other funds holding DBB

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
NP
Nilsine Partners Greenwood Village, Colorado $1.28B AUM 27.63% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PI
PineBridge Investments New York $11.9B AUM 23.42% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Accurate Wealth Management's DBB Position: Q1 2023 in Review

Accurate Wealth Management sold out of Invesco DB Base Metals Fund (DBB) in Q1 2023, closing a stake of 12 shares — an estimated $248 sold.

Accurate Wealth Management first reported a position in DBB in Q4 2022 and held it in 1 quarter. The position peaked at $248 in Q4 2022. 76 funds tracked by Wall St. Rank hold DBB as of Q1 2023.

  • Accurate Wealth Management reported no remaining Invesco DB Base Metals Fund position as of Q1 2023 after selling out during the quarter.
  • Accurate Wealth Management sold 12 Invesco DB Base Metals Fund shares in Q1 2023, an estimated $248.
  • Accurate Wealth Management first reported a position in Invesco DB Base Metals Fund in Q4 2022 and held it in 1 quarter.
  • Accurate Wealth Management's Invesco DB Base Metals Fund position peaked at $248 in Q4 2022.
  • 76 funds tracked by Wall St. Rank held Invesco DB Base Metals Fund as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.