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Baltimore-Washington Financial Advisors’s GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF COMB Stock Holding History

Baltimore-Washington Financial Advisors’s Portfolio COMB Stock Details COMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-1,743
Closed -$503K – 136
2022
Q3 		$503K Buy
+1,743
New +$53.1K 0.04% 108
2022
Q2 		– Sell
-55
Closed -$1.74M – 133
2022
Q1 		$1.74M Buy
+55
New +$1.62K 0.17% 90

Other funds holding COMB

CWM
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Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
AFS
Axiom Financial Strategies New Albany, Indiana $284M AUM 17.5% 1-Year Est. Return
AHSSHC
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $2.86B AUM 12.86% 1-Year Est. Return
LSPW
Lake Street Private Wealth Chicago, Illinois $785M AUM 21.47% 1-Year Est. Return
GLA
Great Lakes Advisors Chicago, Illinois $12.1B AUM 29.3% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
BHWA
Beacon Harbor Wealth Advisors Virginia Beach, Virginia $477M AUM 49.25% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
AP
Appleton Partners Boston, Massachusetts $1.63B AUM 38.57% 1-Year Est. Return

Baltimore-Washington Financial Advisors's COMB Position: Q4 2022 in Review

Baltimore-Washington Financial Advisors sold out of GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF (COMB) in Q4 2022, closing a stake of 1,743 shares — an estimated $503K sold.

Baltimore-Washington Financial Advisors first reported a position in COMB in Q1 2022 and held it in 2 quarters. The position peaked at $1.74M in Q1 2022. 63 funds tracked by Wall St. Rank hold COMB as of Q4 2022.

  • Baltimore-Washington Financial Advisors reported no remaining GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF position as of Q4 2022 after selling out during the quarter.
  • Baltimore-Washington Financial Advisors sold 1,743 GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF shares in Q4 2022, an estimated $503K.
  • Baltimore-Washington Financial Advisors first reported a position in GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF in Q1 2022 and held it in 2 quarters.
  • Baltimore-Washington Financial Advisors's GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF position peaked at $1.74M in Q1 2022.
  • 63 funds tracked by Wall St. Rank held GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF as of Q4 2022.

Based on Baltimore-Washington Financial Advisors's 13F filing for Q4 2022, filed 9 Feb 2023.