Atria Investments
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Atria Investments’s Invesco DB Base Metals Fund DBB Stock Holding History

Atria Investments’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
2024
Q3 		– Sell
-35,333
Closed -$712K – 1925
2024
Q2 		$712K Buy
+35,333
New +$714K 0.01% 1120
2018
Q3 		– Sell
-14,425
Closed -$254K – 985
2018
Q2 		$254K Sell
14,425
-24,294
-63% -$455K 0.01% 795
2018
Q1 		$705K Sell
38,719
-672
-2% -$12.8K 0.03% 428
2017
Q4 		$765K Buy
39,391
+370
+0.9% +$6.86K 0.04% 391
2017
Q3 		$707K Buy
+39,021
New +$680K 0.04% 388
2017
Q2 		– Sell
-43,433
Closed -$711K – 757
2017
Q1 		$711K Buy
43,433
+152
+0.4% +$2.45K 0.05% 320
2016
Q4 		$646K Buy
+43,281
New +$638K 0.05% 295

Other funds holding DBB

HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
GC
Glenorchy Capital Boorolite, Australia $2.71B AUM 54.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
G
GenTrust Miami, Florida $2.6B AUM 18.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LSAG
Lake Street Advisors Group Portsmouth, New Hampshire $2.17B AUM 16.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Atria Investments's DBB Position: Q3 2024 in Review

Atria Investments sold out of Invesco DB Base Metals Fund (DBB) in Q3 2024, closing a stake of 35,333 shares — an estimated $712K sold.

Atria Investments first reported a position in DBB in Q4 2016 and held it in 7 quarters. The position peaked at $765K in Q4 2017. 65 funds tracked by Wall St. Rank hold DBB as of Q3 2024.

  • Atria Investments reported no remaining Invesco DB Base Metals Fund position as of Q3 2024 after selling out during the quarter.
  • Atria Investments sold 35,333 Invesco DB Base Metals Fund shares in Q3 2024, an estimated $712K.
  • Atria Investments first reported a position in Invesco DB Base Metals Fund in Q4 2016 and held it in 7 quarters.
  • Atria Investments's Invesco DB Base Metals Fund position peaked at $765K in Q4 2017.
  • 65 funds tracked by Wall St. Rank held Invesco DB Base Metals Fund as of Q3 2024.

Based on Atria Investments's 13F filing for Q3 2024, filed 1 Nov 2024.