Atlas Private Wealth Advisors’s Invesco DB Commodity Index Tracking Fund DBC Stock Holding History

Atlas Private Wealth Advisors’s Portfolio DBC Stock Details DBC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-2,000	Closed	-$40K	–	280
2021 Q3	$40K	Hold	2,000	–	–	0.02%	254
2021 Q2	$39K	Hold	2,000	–	–	0.02%	259
2021 Q1	$33K	Hold	2,000	–	–	0.02%	285
2020 Q4	$29K	Hold	2,000	–	–	0.02%	286
2020 Q3	$26K	Hold	2,000	–	–	0.02%	277
2020 Q2	$25K	Buy	+2,000	New	+$23.1K	0.02%	292

Other funds holding DBC

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

LMIM

Lockheed Martin Investment Management Bethesda, Maryland $2.53B AUM 37.62% 1-Year Est. Return

Atlas Private Wealth Advisors's DBC Position: Q4 2021 in Review

Atlas Private Wealth Advisors sold out of Invesco DB Commodity Index Tracking Fund (DBC) in Q4 2021, closing a stake of 2,000 shares — an estimated $40K sold.

Atlas Private Wealth Advisors first reported a position in DBC in Q2 2020 and held it in 6 quarters. The position peaked at $40K in Q3 2021. 253 funds tracked by Wall St. Rank hold DBC as of Q4 2021.

Atlas Private Wealth Advisors reported no remaining Invesco DB Commodity Index Tracking Fund position as of Q4 2021 after selling out during the quarter.
Atlas Private Wealth Advisors sold 2,000 Invesco DB Commodity Index Tracking Fund shares in Q4 2021, an estimated $40K.
Atlas Private Wealth Advisors first reported a position in Invesco DB Commodity Index Tracking Fund in Q2 2020 and held it in 6 quarters.
Atlas Private Wealth Advisors's Invesco DB Commodity Index Tracking Fund position peaked at $40K in Q3 2021.
253 funds tracked by Wall St. Rank held Invesco DB Commodity Index Tracking Fund as of Q4 2021.

Based on Atlas Private Wealth Advisors's 13F filing for Q4 2021, filed 21 Apr 2022.