BWM
BCI icon

Brown Wealth Management’s abrdn Bloomberg All Commodity Strategy K-1 Free ETF BCI Stock Holding History

Brown Wealth Management’s Portfolio BCI Stock Details BCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-84,036
Closed -$1.69M – 85
2023
Q2 		$1.69M Buy
+84,036
New +$1.71M 0.88% 29

Other funds holding BCI

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
MGP
Metis Global Partners San Diego, California $4.07B AUM 30.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return
FTA
Financial & Tax Architects St Louis, Missouri $448M AUM 13.98% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MA
MCF Advisors Covington, Kentucky $2.28B AUM 14.87% 1-Year Est. Return

Brown Wealth Management's BCI Position: Q3 2023 in Review

Brown Wealth Management sold out of abrdn Bloomberg All Commodity Strategy K-1 Free ETF (BCI) in Q3 2023, closing a stake of 84,036 shares — an estimated $1.69M sold.

Brown Wealth Management first reported a position in BCI in Q2 2023 and held it in 1 quarter. The position peaked at $1.69M in Q2 2023. 104 funds tracked by Wall St. Rank hold BCI as of Q3 2023.

  • Brown Wealth Management reported no remaining abrdn Bloomberg All Commodity Strategy K-1 Free ETF position as of Q3 2023 after selling out during the quarter.
  • Brown Wealth Management sold 84,036 abrdn Bloomberg All Commodity Strategy K-1 Free ETF shares in Q3 2023, an estimated $1.69M.
  • Brown Wealth Management first reported a position in abrdn Bloomberg All Commodity Strategy K-1 Free ETF in Q2 2023 and held it in 1 quarter.
  • Brown Wealth Management's abrdn Bloomberg All Commodity Strategy K-1 Free ETF position peaked at $1.69M in Q2 2023.
  • 104 funds tracked by Wall St. Rank held abrdn Bloomberg All Commodity Strategy K-1 Free ETF as of Q3 2023.

Based on Brown Wealth Management's 13F filing for Q3 2023, filed 14 Nov 2023.