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Axxcess Wealth Management’s United States Oil Fund USO Stock Holding History

Axxcess Wealth Management’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
Q4 		– Sell
-2,947
Closed -$238K – 935
2023
Q3 		$238K Buy
+2,947
New +$217K 0.01% 672

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return
FTUS
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Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $71.6B AUM 29.66% 1-Year Est. Return

Axxcess Wealth Management's USO Position: Q4 2023 in Review

Axxcess Wealth Management sold out of United States Oil Fund (USO) in Q4 2023, closing a stake of 2,947 shares — an estimated $238K sold.

Axxcess Wealth Management first reported a position in USO in Q3 2023 and held it in 1 quarter. The position peaked at $238K in Q3 2023. 188 funds tracked by Wall St. Rank hold USO as of Q4 2023.

  • Axxcess Wealth Management reported no remaining United States Oil Fund position as of Q4 2023 after selling out during the quarter.
  • Axxcess Wealth Management sold 2,947 United States Oil Fund shares in Q4 2023, an estimated $238K.
  • Axxcess Wealth Management first reported a position in United States Oil Fund in Q3 2023 and held it in 1 quarter.
  • Axxcess Wealth Management's United States Oil Fund position peaked at $238K in Q3 2023.
  • 188 funds tracked by Wall St. Rank held United States Oil Fund as of Q4 2023.

Based on Axxcess Wealth Management's 13F filing for Q4 2023, filed 6 Feb 2024.