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Atlas Capital Advisors’s Invesco DB Oil Fund DBO Stock Holding History

Atlas Capital Advisors’s Portfolio DBO Stock Details DBO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-22,443
Closed -$341K – 912
2022
Q3 		$341K Hold
22,443
– – 0.06% 241
2022
Q2 		$409K Buy
+22,443
New +$421K 0.07% 223

Other funds holding DBO

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
FTS
Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $33.9B AUM 25.88% 1-Year Est. Return

Atlas Capital Advisors's DBO Position: Q4 2022 in Review

Atlas Capital Advisors sold out of Invesco DB Oil Fund (DBO) in Q4 2022, closing a stake of 22,443 shares — an estimated $341K sold.

Atlas Capital Advisors first reported a position in DBO in Q2 2022 and held it in 2 quarters. The position peaked at $409K in Q2 2022. 71 funds tracked by Wall St. Rank hold DBO as of Q4 2022.

  • Atlas Capital Advisors reported no remaining Invesco DB Oil Fund position as of Q4 2022 after selling out during the quarter.
  • Atlas Capital Advisors sold 22,443 Invesco DB Oil Fund shares in Q4 2022, an estimated $341K.
  • Atlas Capital Advisors first reported a position in Invesco DB Oil Fund in Q2 2022 and held it in 2 quarters.
  • Atlas Capital Advisors's Invesco DB Oil Fund position peaked at $409K in Q2 2022.
  • 71 funds tracked by Wall St. Rank held Invesco DB Oil Fund as of Q4 2022.

Based on Atlas Capital Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.