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BerganKDV Wealth Management’s US Commodity Index USCI Stock Holding History

BerganKDV Wealth Management’s Portfolio USCI Stock Details USCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-239
Closed -$10K – 1106
2021
Q4 		$10K Buy
+239
New +$10.2K ﹤0.01% 667

Other funds holding USCI

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Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
PHS
Pekin Hardy Strauss Chicago, Illinois $957M AUM 44.61% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SBL
Sargent Bickham Lagudis Boulder, Colorado $1.22B AUM 14.94% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BerganKDV Wealth Management's USCI Position: Q1 2022 in Review

BerganKDV Wealth Management sold out of US Commodity Index (USCI) in Q1 2022, closing a stake of 239 shares — an estimated $10K sold.

BerganKDV Wealth Management first reported a position in USCI in Q4 2021 and held it in 1 quarter. The position peaked at $10K in Q4 2021. 60 funds tracked by Wall St. Rank hold USCI as of Q1 2022.

  • BerganKDV Wealth Management reported no remaining US Commodity Index position as of Q1 2022 after selling out during the quarter.
  • BerganKDV Wealth Management sold 239 US Commodity Index shares in Q1 2022, an estimated $10K.
  • BerganKDV Wealth Management first reported a position in US Commodity Index in Q4 2021 and held it in 1 quarter.
  • BerganKDV Wealth Management's US Commodity Index position peaked at $10K in Q4 2021.
  • 60 funds tracked by Wall St. Rank held US Commodity Index as of Q1 2022.

Based on BerganKDV Wealth Management's 13F filing for Q1 2022, filed 9 May 2022.