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Avidian Wealth Enterprises’s United States Oil Fund USO Stock Holding History

Avidian Wealth Enterprises’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
2023
Q2 		– Sell
-3,027
Closed -$197K – 491
2023
Q1 		$201K Hold
3,027
– – 0.01% 453
2022
Q4 		$212K Buy
+3,027
New +$212K 0.01% 423

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Jane Street
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Squarepoint
Squarepoint New York $85.1B AUM 20.93% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
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

Avidian Wealth Enterprises's USO Position: Q2 2023 in Review

Avidian Wealth Enterprises sold out of United States Oil Fund (USO) in Q2 2023, closing a stake of 3,027 shares — an estimated $197K sold.

Avidian Wealth Enterprises first reported a position in USO in Q4 2022 and held it in 2 quarters. The position peaked at $212K in Q4 2022. 166 funds tracked by Wall St. Rank hold USO as of Q2 2023.

  • Avidian Wealth Enterprises reported no remaining United States Oil Fund position as of Q2 2023 after selling out during the quarter.
  • Avidian Wealth Enterprises sold 3,027 United States Oil Fund shares in Q2 2023, an estimated $197K.
  • Avidian Wealth Enterprises first reported a position in United States Oil Fund in Q4 2022 and held it in 2 quarters.
  • Avidian Wealth Enterprises's United States Oil Fund position peaked at $212K in Q4 2022.
  • 166 funds tracked by Wall St. Rank held United States Oil Fund as of Q2 2023.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2023, filed 3 Aug 2023.