Baron Financial Group’s Invesco DB Commodity Index Tracking Fund DBC Stock Holding History

Baron Financial Group’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 Q3	–	Sell	-26	Closed	-$693	–	86
2022 Q2	$693	Sell	26 -40	-61%	-$1.12K	﹤0.01%	202
2022 Q1	$1.72K	Hold	66	–	–	﹤0.01%	205
2021 Q4	$1.37K	Hold	66	–	–	﹤0.01%	209
2021 Q3	$1.33K	Hold	66	–	–	﹤0.01%	212
2021 Q2	$1.27K	Sell	66 -105	-61%	-$1.92K	﹤0.01%	226
2021 Q1	$2.84K	Hold	171	–	–	﹤0.01%	217
2020 Q4	$2.51K	Hold	171	–	–	﹤0.01%	226
2020 Q3	$2.23K	Buy	+171	New	+$2.23K	﹤0.01%	236

Other funds holding DBC

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LMIM

Lockheed Martin Investment Management Bethesda, Maryland $2.53B AUM 37.62% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

Baron Financial Group's DBC Position: Q3 2022 in Review

Baron Financial Group sold out of Invesco DB Commodity Index Tracking Fund (DBC) in Q3 2022, closing a stake of 26 shares — an estimated $693 sold.

Baron Financial Group first reported a position in DBC in Q3 2020 and held it in 8 quarters. The position peaked at $2.84K in Q1 2021. 306 funds tracked by Wall St. Rank hold DBC as of Q3 2022.

Baron Financial Group reported no remaining Invesco DB Commodity Index Tracking Fund position as of Q3 2022 after selling out during the quarter.
Baron Financial Group sold 26 Invesco DB Commodity Index Tracking Fund shares in Q3 2022, an estimated $693.
Baron Financial Group first reported a position in Invesco DB Commodity Index Tracking Fund in Q3 2020 and held it in 8 quarters.
Baron Financial Group's Invesco DB Commodity Index Tracking Fund position peaked at $2.84K in Q1 2021.
306 funds tracked by Wall St. Rank held Invesco DB Commodity Index Tracking Fund as of Q3 2022.

Based on Baron Financial Group's 13F filing for Q3 2022, filed 3 Nov 2022.