Baird Financial Group
DBA icon

Baird Financial Group’s Invesco DB Agriculture Fund DBA Stock Holding History

Baird Financial Group’s Portfolio DBA Stock Details DBA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-12,418
Closed -$250K – 1700
2022
Q4 		$250K Sell
12,418
-2,079
-14% -$41.5K ﹤0.01% 1519
2022
Q3 		$290K Buy
14,497
+4,596
+46% +$92.8K ﹤0.01% 1480
2022
Q2 		$202K Buy
+9,901
New +$218K ﹤0.01% 1699

Other funds holding DBA

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
PWAC
Private Wealth Advisors (California) Fresno, California $391M AUM 26.98% 1-Year Est. Return
WHAM
Windmill Hill Asset Management Waddesdon, United Kingdom $448M AUM 23.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
PP
Passaic Partners Newark, New Jersey $1.36B AUM 18.52% 1-Year Est. Return
CI
Cavalier Investments Alpharetta, Georgia $2.41B AUM 38.24% 1-Year Est. Return

Baird Financial Group's DBA Position: Q1 2023 in Review

Baird Financial Group sold out of Invesco DB Agriculture Fund (DBA) in Q1 2023, closing a stake of 12,418 shares — an estimated $250K sold.

Baird Financial Group first reported a position in DBA in Q2 2022 and held it in 3 quarters. The position peaked at $290K in Q3 2022. 155 funds tracked by Wall St. Rank hold DBA as of Q1 2023.

  • Baird Financial Group reported no remaining Invesco DB Agriculture Fund position as of Q1 2023 after selling out during the quarter.
  • Baird Financial Group sold 12,418 Invesco DB Agriculture Fund shares in Q1 2023, an estimated $250K.
  • Baird Financial Group first reported a position in Invesco DB Agriculture Fund in Q2 2022 and held it in 3 quarters.
  • Baird Financial Group's Invesco DB Agriculture Fund position peaked at $290K in Q3 2022.
  • 155 funds tracked by Wall St. Rank held Invesco DB Agriculture Fund as of Q1 2023.

Based on Baird Financial Group's 13F filing for Q1 2023, filed 15 May 2023.