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Baron Financial Group’s Invesco DB Oil Fund DBO Stock Holding History

Baron Financial Group’s Portfolio DBO Stock Details DBO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-270
Closed -$3.66K – 221
2021
Q4 		$3.66K Hold
270
– – ﹤0.01% 194
2021
Q3 		$3.7K Hold
270
– – ﹤0.01% 197
2021
Q2 		$3.48K Hold
270
– – ﹤0.01% 209
2021
Q1 		$2.84K Hold
270
– – ﹤0.01% 218
2020
Q4 		$2.28K Hold
270
– – ﹤0.01% 229
2020
Q3 		$1.94K Buy
+270
New +$1.99K ﹤0.01% 241

Other funds holding DBO

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
FNC
First National Corp Rockland, Massachusetts $527M AUM 12.33% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.35B AUM 34.37% 1-Year Est. Return
EFM
E Fund Management Guangzhou, China $4.46B AUM
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
DWA
Dorsey Wright & Associates Pasadena, California $590M AUM 77.57% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

Baron Financial Group's DBO Position: Q1 2022 in Review

Baron Financial Group sold out of Invesco DB Oil Fund (DBO) in Q1 2022, closing a stake of 270 shares — an estimated $3.66K sold.

Baron Financial Group first reported a position in DBO in Q3 2020 and held it in 6 quarters. The position peaked at $3.7K in Q3 2021. 86 funds tracked by Wall St. Rank hold DBO as of Q1 2022.

  • Baron Financial Group reported no remaining Invesco DB Oil Fund position as of Q1 2022 after selling out during the quarter.
  • Baron Financial Group sold 270 Invesco DB Oil Fund shares in Q1 2022, an estimated $3.66K.
  • Baron Financial Group first reported a position in Invesco DB Oil Fund in Q3 2020 and held it in 6 quarters.
  • Baron Financial Group's Invesco DB Oil Fund position peaked at $3.7K in Q3 2021.
  • 86 funds tracked by Wall St. Rank held Invesco DB Oil Fund as of Q1 2022.

Based on Baron Financial Group's 13F filing for Q1 2022, filed 13 May 2022.