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Buckingham Strategic Wealth’s United States Oil Fund USO Stock Holding History

Buckingham Strategic Wealth’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
2024
Q1 		– Sell
-4,562
Closed -$304K – 796
2023
Q4 		$304K Hold
4,562
– – ﹤0.01% 569
2023
Q3 		$369K Hold
4,562
– – 0.01% 496
2023
Q2 		$290K Buy
+4,562
New +$297K ﹤0.01% 539
2020
Q2 		– Sell
-2,886
Closed -$97K – 480
2020
Q1 		$97K Buy
+2,886
New +$222K 0.01% 442

Other funds holding USO

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
SC
Savoie Capital Chicago, Illinois $805M AUM 19.48% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Buckingham Strategic Wealth's USO Position: Q1 2024 in Review

Buckingham Strategic Wealth sold out of United States Oil Fund (USO) in Q1 2024, closing a stake of 4,562 shares — an estimated $304K sold.

Buckingham Strategic Wealth first reported a position in USO in Q1 2020 and held it in 4 quarters. The position peaked at $369K in Q3 2023. 180 funds tracked by Wall St. Rank hold USO as of Q1 2024.

  • Buckingham Strategic Wealth reported no remaining United States Oil Fund position as of Q1 2024 after selling out during the quarter.
  • Buckingham Strategic Wealth sold 4,562 United States Oil Fund shares in Q1 2024, an estimated $304K.
  • Buckingham Strategic Wealth first reported a position in United States Oil Fund in Q1 2020 and held it in 4 quarters.
  • Buckingham Strategic Wealth's United States Oil Fund position peaked at $369K in Q3 2023.
  • 180 funds tracked by Wall St. Rank held United States Oil Fund as of Q1 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q1 2024, filed 9 May 2024.