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Baker Tilly Wealth Management’s Invesco DB Commodity Index Tracking Fund DBC Stock Holding History

Baker Tilly Wealth Management’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
2022
Q1 		– Sell
-14,925
Closed -$310K – 533
2021
Q4 		$310K Buy
+14,925
New +$311K 0.03% 426

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Russell Investments Group
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Goldman Sachs
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Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
LMIM
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Baker Tilly Wealth Management's DBC Position: Q1 2022 in Review

Baker Tilly Wealth Management sold out of Invesco DB Commodity Index Tracking Fund (DBC) in Q1 2022, closing a stake of 14,925 shares — an estimated $310K sold.

Baker Tilly Wealth Management first reported a position in DBC in Q4 2021 and held it in 1 quarter. The position peaked at $310K in Q4 2021. 301 funds tracked by Wall St. Rank hold DBC as of Q1 2022.

  • Baker Tilly Wealth Management reported no remaining Invesco DB Commodity Index Tracking Fund position as of Q1 2022 after selling out during the quarter.
  • Baker Tilly Wealth Management sold 14,925 Invesco DB Commodity Index Tracking Fund shares in Q1 2022, an estimated $310K.
  • Baker Tilly Wealth Management first reported a position in Invesco DB Commodity Index Tracking Fund in Q4 2021 and held it in 1 quarter.
  • Baker Tilly Wealth Management's Invesco DB Commodity Index Tracking Fund position peaked at $310K in Q4 2021.
  • 301 funds tracked by Wall St. Rank held Invesco DB Commodity Index Tracking Fund as of Q1 2022.

Based on Baker Tilly Wealth Management's 13F filing for Q1 2022, filed 27 Apr 2022.