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Atria Investments’s Invesco DB US Dollar Index Bullish Fund UUP Stock Holding History

Atria Investments’s Portfolio UUP Stock Details UUP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-49,380
Closed -$1.25M – 701
2020
Q3 		$1.25M Buy
+49,380
New +$1.25M 0.04% 493
2020
Q2 		– Sell
-92,077
Closed -$2.47M – 759
2020
Q1 		$2.47M Buy
+92,077
New +$2.45M 0.19% 111
2019
Q4 		– Sell
-13,945
Closed -$378K – 1240
2019
Q3 		$378K Buy
+13,945
New +$371K 0.01% 651
2019
Q1 		– Sell
-143,727
Closed -$3.66M – 1027
2018
Q4 		$3.66M Buy
143,727
+77,736
+118% +$2M 0.16% 96
2018
Q3 		$1.67M Sell
65,991
-29,028
-31% -$729K 0.07% 274
2018
Q2 		$2.37M Buy
+95,019
New +$2.32M 0.1% 197
2017
Q2 		– Sell
-8,499
Closed -$221K – 795
2017
Q1 		$221K Sell
8,499
-25,972
-75% -$677K 0.01% 625
2016
Q4 		$912K Buy
34,471
+6,270
+22% +$162K 0.07% 241
2016
Q3 		$696K Sell
28,201
-1,550
-5% -$38.4K 0.06% 253
2016
Q2 		$741K Buy
29,751
+8,476
+40% +$208K 0.08% 192
2016
Q1 		$522K Sell
21,275
-51,864
-71% -$1.31M 0.06% 239
2015
Q4 		$1.87M Sell
73,139
-6,631
-8% -$169K 0.21% 76
2015
Q3 		$2M Buy
79,770
+55,901
+234% +$1.41M 0.28% 57
2015
Q2 		$597K Sell
23,869
-30,841
-56% -$778K 0.07% 210
2015
Q1 		$1.42M Sell
54,710
-4,643
-8% -$117K 0.16% 93
2014
Q4 		$1.42M Buy
+59,353
New +$1.38M 0.15% 111
2014
Q3 		– Sell
-46,800
Closed -$995K – 483
2014
Q2 		$995K Buy
46,800
+1,242
+3% +$26.6K 0.1% 168
2014
Q1 		$978K Sell
45,558
-2,051
-4% -$44.2K 0.1% 171
2013
Q4 		$1.02M Sell
47,609
-12,867
-21% -$278K 0.1% 184
2013
Q3 		$1.31M Buy
+60,476
New +$1.34M 0.14% 114

Other funds holding UUP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Atria Investments's UUP Position: Q4 2020 in Review

Atria Investments sold out of Invesco DB US Dollar Index Bullish Fund (UUP) in Q4 2020, closing a stake of 49,380 shares — an estimated $1.25M sold.

Atria Investments first reported a position in UUP in Q3 2013 and held it in 20 quarters. The position peaked at $3.66M in Q4 2018. 64 funds tracked by Wall St. Rank hold UUP as of Q4 2020.

  • Atria Investments reported no remaining Invesco DB US Dollar Index Bullish Fund position as of Q4 2020 after selling out during the quarter.
  • Atria Investments sold 49,380 Invesco DB US Dollar Index Bullish Fund shares in Q4 2020, an estimated $1.25M.
  • Atria Investments first reported a position in Invesco DB US Dollar Index Bullish Fund in Q3 2013 and held it in 20 quarters.
  • Atria Investments's Invesco DB US Dollar Index Bullish Fund position peaked at $3.66M in Q4 2018.
  • 64 funds tracked by Wall St. Rank held Invesco DB US Dollar Index Bullish Fund as of Q4 2020.

Based on Atria Investments's 13F filing for Q4 2020, filed 12 Feb 2021.