AFA
USO icon

Atlas Financial Advisors’s United States Oil Fund USO Stock Holding History

Atlas Financial Advisors’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
Q2 		– Sell
-6,349
Closed -$471K – 25
2022
Q1 		$471K Buy
+6,349
New +$427K 0.47% 12

Other funds holding USO

Credit Suisse
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 27.56% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $71.1B AUM 128.96% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

Atlas Financial Advisors's USO Position: Q2 2022 in Review

Atlas Financial Advisors sold out of United States Oil Fund (USO) in Q2 2022, closing a stake of 6,349 shares — an estimated $471K sold.

Atlas Financial Advisors first reported a position in USO in Q1 2022 and held it in 1 quarter. The position peaked at $471K in Q1 2022. 203 funds tracked by Wall St. Rank hold USO as of Q2 2022.

  • Atlas Financial Advisors reported no remaining United States Oil Fund position as of Q2 2022 after selling out during the quarter.
  • Atlas Financial Advisors sold 6,349 United States Oil Fund shares in Q2 2022, an estimated $471K.
  • Atlas Financial Advisors first reported a position in United States Oil Fund in Q1 2022 and held it in 1 quarter.
  • Atlas Financial Advisors's United States Oil Fund position peaked at $471K in Q1 2022.
  • 203 funds tracked by Wall St. Rank held United States Oil Fund as of Q2 2022.

Based on Atlas Financial Advisors's 13F filing for Q2 2022, filed 25 Jul 2022.