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Bogart Wealth LLC’s iShares GSCI Commodity Dynamic Roll Strategy ETF COMT Stock Holding History

Bogart Wealth LLC’s Portfolio COMT Stock Details COMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-56
Closed -$1.53K – 1133
2024
Q2 		$1.53K Buy
+56
New +$1.53K ﹤0.01% 968

Other funds holding COMT

AA
Axiom Advisory San Diego, California $10.7B AUM 25.51% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CCA
Carrera Capital Advisors Troy, Michigan $649M AUM 19.82% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Bogart Wealth LLC's COMT Position: Q3 2024 in Review

Bogart Wealth LLC sold out of iShares GSCI Commodity Dynamic Roll Strategy ETF (COMT) in Q3 2024, closing a stake of 56 shares — an estimated $1.53K sold.

Bogart Wealth LLC first reported a position in COMT in Q2 2024 and held it in 1 quarter. The position peaked at $1.53K in Q2 2024. 145 funds tracked by Wall St. Rank hold COMT as of Q3 2024.

  • Bogart Wealth LLC reported no remaining iShares GSCI Commodity Dynamic Roll Strategy ETF position as of Q3 2024 after selling out during the quarter.
  • Bogart Wealth LLC sold 56 iShares GSCI Commodity Dynamic Roll Strategy ETF shares in Q3 2024, an estimated $1.53K.
  • Bogart Wealth LLC first reported a position in iShares GSCI Commodity Dynamic Roll Strategy ETF in Q2 2024 and held it in 1 quarter.
  • Bogart Wealth LLC's iShares GSCI Commodity Dynamic Roll Strategy ETF position peaked at $1.53K in Q2 2024.
  • 145 funds tracked by Wall St. Rank held iShares GSCI Commodity Dynamic Roll Strategy ETF as of Q3 2024.

Based on Bogart Wealth LLC's 13F filing for Q3 2024, filed 23 Oct 2024.