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

BigSur 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
Q3 		– Sell
-5,132
Closed -$281K – 134
2022
Q2 		$281K Buy
5,132
+1,032
+25% +$60.4K 0.13% 105
2022
Q1 		$226K Buy
+4,100
New +$206K 0.09% 115

Other funds holding USCI

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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 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
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

BigSur Wealth Management's USCI Position: Q3 2022 in Review

BigSur Wealth Management sold out of US Commodity Index (USCI) in Q3 2022, closing a stake of 5,132 shares — an estimated $281K sold.

BigSur Wealth Management first reported a position in USCI in Q1 2022 and held it in 2 quarters. The position peaked at $281K in Q2 2022. 49 funds tracked by Wall St. Rank hold USCI as of Q3 2022.

  • BigSur Wealth Management reported no remaining US Commodity Index position as of Q3 2022 after selling out during the quarter.
  • BigSur Wealth Management sold 5,132 US Commodity Index shares in Q3 2022, an estimated $281K.
  • BigSur Wealth Management first reported a position in US Commodity Index in Q1 2022 and held it in 2 quarters.
  • BigSur Wealth Management's US Commodity Index position peaked at $281K in Q2 2022.
  • 49 funds tracked by Wall St. Rank held US Commodity Index as of Q3 2022.

Based on BigSur Wealth Management's 13F filing for Q3 2022, filed 9 Nov 2022.