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Axiom Advisory’s Invesco DB Commodity Index Tracking Fund DBC Stock Holding History

Axiom Advisory’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
2024
Q3 		– Sell
-20,603
Closed -$482K – 295
2024
Q2 		$482K Buy
+20,603
New +$482K 0.01% 224

Other funds holding DBC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return
HS
HighVista Strategies Boston, Massachusetts $362M AUM 230.96% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Axiom Advisory's DBC Position: Q3 2024 in Review

Axiom Advisory sold out of Invesco DB Commodity Index Tracking Fund (DBC) in Q3 2024, closing a stake of 20,603 shares — an estimated $482K sold.

Axiom Advisory first reported a position in DBC in Q2 2024 and held it in 1 quarter. The position peaked at $482K in Q2 2024. 202 funds tracked by Wall St. Rank hold DBC as of Q3 2024.

  • Axiom Advisory reported no remaining Invesco DB Commodity Index Tracking Fund position as of Q3 2024 after selling out during the quarter.
  • Axiom Advisory sold 20,603 Invesco DB Commodity Index Tracking Fund shares in Q3 2024, an estimated $482K.
  • Axiom Advisory first reported a position in Invesco DB Commodity Index Tracking Fund in Q2 2024 and held it in 1 quarter.
  • Axiom Advisory's Invesco DB Commodity Index Tracking Fund position peaked at $482K in Q2 2024.
  • 202 funds tracked by Wall St. Rank held Invesco DB Commodity Index Tracking Fund as of Q3 2024.

Based on Axiom Advisory's 13F filing for Q3 2024, filed 7 Oct 2024.