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Belpointe Asset Management’s Invesco DB Precious Metals Fund DBP Stock Holding History

Belpointe Asset Management’s Portfolio DBP Stock Details DBP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-205
Closed -$10.5K – 1206
2023
Q1 		$10.5K Buy
+205
New +$9.99K ﹤0.01% 2692

Other funds holding DBP

Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
CIM
Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return
TYCC
Texas Yale Capital Corp St. Petersburg, Florida $3.52B AUM 52.63% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return
NP
Nilsine Partners Greenwood Village, Colorado $1.45B AUM 47.06% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
GCA
Genesee Capital Advisors Auburn, New York $239M AUM 20.45% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Belpointe Asset Management's DBP Position: Q2 2023 in Review

Belpointe Asset Management sold out of Invesco DB Precious Metals Fund (DBP) in Q2 2023, closing a stake of 205 shares — an estimated $10.5K sold.

Belpointe Asset Management first reported a position in DBP in Q1 2023 and held it in 1 quarter. The position peaked at $10.5K in Q1 2023. 45 funds tracked by Wall St. Rank hold DBP as of Q2 2023.

  • Belpointe Asset Management reported no remaining Invesco DB Precious Metals Fund position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 205 Invesco DB Precious Metals Fund shares in Q2 2023, an estimated $10.5K.
  • Belpointe Asset Management first reported a position in Invesco DB Precious Metals Fund in Q1 2023 and held it in 1 quarter.
  • Belpointe Asset Management's Invesco DB Precious Metals Fund position peaked at $10.5K in Q1 2023.
  • 45 funds tracked by Wall St. Rank held Invesco DB Precious Metals Fund as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.