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Atria Wealth Solutions’s United States Oil Fund USO Stock Holding History

Atria Wealth Solutions’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
-3,547
Closed -$263K – 1896
2022
Q1 		$263K Buy
+3,547
New +$239K ﹤0.01% 1390

Other funds holding USO

CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
AIMCA
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $16.7B AUM 23.27% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
SMFG
Sumitomo Mitsui Financial Group Tokyo, Japan $4.94B AUM 1.39% 1-Year Est. Return

Atria Wealth Solutions's USO Position: Q2 2022 in Review

Atria Wealth Solutions sold out of United States Oil Fund (USO) in Q2 2022, closing a stake of 3,547 shares — an estimated $263K sold.

Atria Wealth Solutions first reported a position in USO in Q1 2022 and held it in 1 quarter. The position peaked at $263K in Q1 2022. 204 funds tracked by Wall St. Rank hold USO as of Q2 2022.

  • Atria Wealth Solutions reported no remaining United States Oil Fund position as of Q2 2022 after selling out during the quarter.
  • Atria Wealth Solutions sold 3,547 United States Oil Fund shares in Q2 2022, an estimated $263K.
  • Atria Wealth Solutions first reported a position in United States Oil Fund in Q1 2022 and held it in 1 quarter.
  • Atria Wealth Solutions's United States Oil Fund position peaked at $263K in Q1 2022.
  • 204 funds tracked by Wall St. Rank held United States Oil Fund as of Q2 2022.

Based on Atria Wealth Solutions's 13F filing for Q2 2022, filed 15 Aug 2022.