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Brendel Financial Advisors’s Invesco DB Commodity Index Tracking Fund DBC Stock Holding History

Brendel Financial Advisors’s Portfolio DBC Stock Details DBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-48,368
Closed -$1M – 119
2021
Q4 		$1M Buy
+48,368
New +$1.01M 0.52% 57

Other funds holding DBC

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Brendel Financial Advisors's DBC Position: Q1 2022 in Review

Brendel Financial Advisors sold out of Invesco DB Commodity Index Tracking Fund (DBC) in Q1 2022, closing a stake of 48,368 shares — an estimated $1M sold.

Brendel Financial Advisors first reported a position in DBC in Q4 2021 and held it in 1 quarter. The position peaked at $1M in Q4 2021. 301 funds tracked by Wall St. Rank hold DBC as of Q1 2022.

  • Brendel Financial Advisors reported no remaining Invesco DB Commodity Index Tracking Fund position as of Q1 2022 after selling out during the quarter.
  • Brendel Financial Advisors sold 48,368 Invesco DB Commodity Index Tracking Fund shares in Q1 2022, an estimated $1M.
  • Brendel Financial Advisors first reported a position in Invesco DB Commodity Index Tracking Fund in Q4 2021 and held it in 1 quarter.
  • Brendel Financial Advisors's Invesco DB Commodity Index Tracking Fund position peaked at $1M in Q4 2021.
  • 301 funds tracked by Wall St. Rank held Invesco DB Commodity Index Tracking Fund as of Q1 2022.

Based on Brendel Financial Advisors's 13F filing for Q1 2022, filed 10 May 2022.