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Capital Directions Investment Advisors’s Invesco DB Commodity Index Tracking Fund DBC Stock Holding History

Capital Directions Investment 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
Q4 		$17.8K Buy
+721
New +$18.1K 0.01% 183

Other funds holding DBC

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 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
LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return
HRCM
Hawk Ridge Capital Management Los Angeles, California $2.75B AUM 20.09% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Capital Directions Investment Advisors's DBC Position: Q4 2022 in Review

Capital Directions Investment Advisors opened a new position in Invesco DB Commodity Index Tracking Fund (DBC) in Q4 2022: 721 shares worth $17.8K. The stake represents 0.01% of the portfolio and ranks #183 among its holdings.

291 funds tracked by Wall St. Rank hold DBC as of Q4 2022.

  • Capital Directions Investment Advisors held 721 shares of Invesco DB Commodity Index Tracking Fund worth $17.8K as of Q4 2022.
  • Invesco DB Commodity Index Tracking Fund was a new Capital Directions Investment Advisors position in Q4 2022.
  • Invesco DB Commodity Index Tracking Fund made up 0.01% of Capital Directions Investment Advisors's portfolio in Q4 2022, its #183 holding.
  • 291 funds tracked by Wall St. Rank held Invesco DB Commodity Index Tracking Fund as of Q4 2022.

Based on Capital Directions Investment Advisors's 13F filing for Q4 2022, filed 1 Feb 2023.