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BNC Wealth Management’s United States Oil Fund USO Stock Holding History

BNC Wealth Management’s Portfolio USO Stock Details USO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-1,437
Closed -$41K – 439
2020
Q3 		$41K Buy
+1,437
New +$42K 0.03% 181

Other funds holding USO

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
HFM
Harvest Fund Management Beijing, China $2.35B AUM 49.85% 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
SMFG
Sumitomo Mitsui Financial Group Tokyo, Japan $4.94B AUM 1.39% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Parallax Volatility Advisers
Parallax Volatility Advisers San Francisco, California $38.6B AUM 45.89% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return

BNC Wealth Management's USO Position: Q4 2020 in Review

BNC Wealth Management sold out of United States Oil Fund (USO) in Q4 2020, closing a stake of 1,437 shares — an estimated $41K sold.

BNC Wealth Management first reported a position in USO in Q3 2020 and held it in 1 quarter. The position peaked at $41K in Q3 2020. 184 funds tracked by Wall St. Rank hold USO as of Q4 2020.

  • BNC Wealth Management reported no remaining United States Oil Fund position as of Q4 2020 after selling out during the quarter.
  • BNC Wealth Management sold 1,437 United States Oil Fund shares in Q4 2020, an estimated $41K.
  • BNC Wealth Management first reported a position in United States Oil Fund in Q3 2020 and held it in 1 quarter.
  • BNC Wealth Management's United States Oil Fund position peaked at $41K in Q3 2020.
  • 184 funds tracked by Wall St. Rank held United States Oil Fund as of Q4 2020.

Based on BNC Wealth Management's 13F filing for Q4 2020, filed 5 Mar 2021.