Align Wealth Management’s United States Oil Fund USO Stock Holding History

Align Wealth Management’s Portfolio USO Stock Details USO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	$10.2K	Buy	+157	New	+$11K	0.01%	135

Other funds holding USO

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

SMFG

Sumitomo Mitsui Financial Group Tokyo, Japan $5.27B AUM 2.94% 1-Year Est. Return

JFG

Jefferies Financial Group New York $15.2B AUM 55.75% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Natixis Paris, France $24.8B AUM 35.22% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

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

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Align Wealth Management's USO Position: Q4 2022 in Review

Align Wealth Management opened a new position in United States Oil Fund (USO) in Q4 2022: 157 shares worth $10.2K. The stake represents 0.01% of the portfolio and ranks #135 among its holdings.

199 funds tracked by Wall St. Rank hold USO as of Q4 2022.

Align Wealth Management held 157 shares of United States Oil Fund worth $10.2K as of Q4 2022.
United States Oil Fund was a new Align Wealth Management position in Q4 2022.
United States Oil Fund made up 0.01% of Align Wealth Management's portfolio in Q4 2022, its #135 holding.
199 funds tracked by Wall St. Rank held United States Oil Fund as of Q4 2022.

Based on Align Wealth Management's 13F filing for Q4 2022, filed 9 Jan 2023.