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Atlas Financial Advisors’s Invesco DB Base Metals Fund DBB Stock Holding History

Atlas Financial Advisors’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
2022
Q3 		– Sell
-11,446
Closed -$222K – 15
2022
Q2 		$222K Sell
11,446
-9,213
-45% -$214K 0.25% 19
2022
Q1 		$534K Buy
+20,659
New +$498K 0.54% 11

Other funds holding DBB

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PI
PineBridge Investments New York $11.9B AUM 23.42% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PWAC
Private Wealth Advisors (California) Fresno, California $356M AUM 26.22% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
G
GenTrust Miami, Florida $2.34B AUM 18.43% 1-Year Est. Return

Atlas Financial Advisors's DBB Position: Q3 2022 in Review

Atlas Financial Advisors sold out of Invesco DB Base Metals Fund (DBB) in Q3 2022, closing a stake of 11,446 shares — an estimated $222K sold.

Atlas Financial Advisors first reported a position in DBB in Q1 2022 and held it in 2 quarters. The position peaked at $534K in Q1 2022. 74 funds tracked by Wall St. Rank hold DBB as of Q3 2022.

  • Atlas Financial Advisors reported no remaining Invesco DB Base Metals Fund position as of Q3 2022 after selling out during the quarter.
  • Atlas Financial Advisors sold 11,446 Invesco DB Base Metals Fund shares in Q3 2022, an estimated $222K.
  • Atlas Financial Advisors first reported a position in Invesco DB Base Metals Fund in Q1 2022 and held it in 2 quarters.
  • Atlas Financial Advisors's Invesco DB Base Metals Fund position peaked at $534K in Q1 2022.
  • 74 funds tracked by Wall St. Rank held Invesco DB Base Metals Fund as of Q3 2022.

Based on Atlas Financial Advisors's 13F filing for Q3 2022, filed 19 Oct 2022.