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BKM Wealth Management’s Invesco DB Precious Metals Fund DBP Stock Holding History

BKM Wealth 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
2024
Q1 		– Sell
-613
Closed -$30.6K – 265
2023
Q4 		$30.6K Buy
+613
New +$30.7K 0.01% 317

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
PI
PineBridge Investments New York $11.9B AUM 23.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BKM Wealth Management's DBP Position: Q1 2024 in Review

BKM Wealth Management sold out of Invesco DB Precious Metals Fund (DBP) in Q1 2024, closing a stake of 613 shares — an estimated $30.6K sold.

BKM Wealth Management first reported a position in DBP in Q4 2023 and held it in 1 quarter. The position peaked at $30.6K in Q4 2023. 33 funds tracked by Wall St. Rank hold DBP as of Q1 2024.

  • BKM Wealth Management reported no remaining Invesco DB Precious Metals Fund position as of Q1 2024 after selling out during the quarter.
  • BKM Wealth Management sold 613 Invesco DB Precious Metals Fund shares in Q1 2024, an estimated $30.6K.
  • BKM Wealth Management first reported a position in Invesco DB Precious Metals Fund in Q4 2023 and held it in 1 quarter.
  • BKM Wealth Management's Invesco DB Precious Metals Fund position peaked at $30.6K in Q4 2023.
  • 33 funds tracked by Wall St. Rank held Invesco DB Precious Metals Fund as of Q1 2024.

Based on BKM Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.