Altavista Wealth Management’s iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 DJP Stock Holding History

Altavista Wealth Management’s Portfolio DJP Stock Details DJP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	$1.51M	Sell	52,657 -2,259	-4%	-$66.2K	0.3%	62
2021 Q3	$1.61M	Buy	54,916 +774	+1%	+$21.4K	0.36%	58
2021 Q2	$1.47M	Buy	54,142 +288	+0.5%	+$7.5K	0.32%	61
2021 Q1	$1.27M	Buy	53,854 +2,409	+5%	+$56.7K	0.31%	67
2020 Q4	$1.13M	Sell	51,445 -1,072	-2%	-$22K	0.29%	66
2020 Q3	$1.02M	Sell	52,517 -6,381	-11%	-$123K	0.28%	64
2020 Q2	$1.04M	Buy	58,898 +17,210	+41%	+$290K	0.3%	64
2020 Q1	$689K	Buy	41,688 +22,999	+123%	+$466K	0.24%	73
2019 Q4	$427K	Buy	18,689 +5,560	+42%	+$124K	0.13%	112
2019 Q3	$286K	Buy	13,129 +1,582	+14%	+$34.7K	0.09%	141
2019 Q2	$257K	Buy	11,547 +968	+9%	+$21.6K	0.08%	137
2019 Q1	$240K	Sell	10,579 -1,425	-12%	-$32K	0.09%	137
2018 Q4	$255K	Buy	+12,004	New	+$279K	0.1%	129
2016 Q1	–	Sell	-14,682	Closed	-$315K	–	122
2015 Q4	$315K	Sell	14,682 -4,835	-25%	-$112K	0.19%	96
2015 Q3	$477K	Buy	+19,517	New	+$500K	0.31%	76

Other funds holding DJP

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

DCM

Dimension Capital Management Coral Gables, Florida $713M AUM 18.57% 1-Year Est. Return

OPCM

Osborne Partners Capital Management San Francisco, California $1.89B AUM 16.21% 1-Year Est. Return

JCM

Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return

BBA

BLB&B Advisors Montgomeryville, Pennsylvania $2.42B AUM 22.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BPWM

Badgley Phelps Wealth Managers Seattle, Washington $5.71B AUM 30.33% 1-Year Est. Return

FFA

First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return

Altavista Wealth Management's DJP Position: Q4 2021 in Review

Altavista Wealth Management reduced its iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 (DJP) stake by 4.1% in Q4 2021, selling an estimated $66.2K and leaving 52,657 shares worth $1.51M. The position accounts for 0.3% of the portfolio, ranked #62.

Altavista Wealth Management first reported a position in DJP in Q3 2015 and has held it in 15 quarters since. The position peaked at $1.61M in Q3 2021. 147 funds tracked by Wall St. Rank hold DJP as of Q4 2021.

Altavista Wealth Management held 52,657 shares of iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 worth $1.51M as of Q4 2021.
Altavista Wealth Management sold 2,259 iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 shares in Q4 2021, an estimated $66.2K.
iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 made up 0.3% of Altavista Wealth Management's portfolio in Q4 2021, its #62 holding.
Altavista Wealth Management first reported a position in iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 in Q3 2015 and has held it in 15 quarters since.
Altavista Wealth Management's iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 position peaked at $1.61M in Q3 2021.
147 funds tracked by Wall St. Rank held iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 as of Q4 2021.

Based on Altavista Wealth Management's 13F filing for Q4 2021, filed 14 Feb 2022.