Alpine Woods Capital Investors’s United States Oil Fund USO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
-9,000
Closed -$598K 176
2023
Q1
$598K Hold
9,000
0.09% 129
2022
Q4
$631K Buy
+9,000
New +$629K 0.09% 134

Other funds holding USO

Alpine Woods Capital Investors's USO Position: Q2 2023 in Review

Alpine Woods Capital Investors sold out of United States Oil Fund (USO) in Q2 2023, closing a stake of 9,000 shares — an estimated $598K sold.

Alpine Woods Capital Investors first reported a position in USO in Q4 2022 and held it in 2 quarters. The position peaked at $631K in Q4 2022. 166 funds tracked by Wall St. Rank hold USO as of Q2 2023.

  • Alpine Woods Capital Investors reported no remaining United States Oil Fund position as of Q2 2023 after selling out during the quarter.
  • Alpine Woods Capital Investors sold 9,000 United States Oil Fund shares in Q2 2023, an estimated $598K.
  • Alpine Woods Capital Investors first reported a position in United States Oil Fund in Q4 2022 and held it in 2 quarters.
  • Alpine Woods Capital Investors's United States Oil Fund position peaked at $631K in Q4 2022.
  • 166 funds tracked by Wall St. Rank held United States Oil Fund as of Q2 2023.

Based on Alpine Woods Capital Investors's 13F filing for Q2 2023, filed 2 Aug 2023.