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Cary Street Partners Investment Advisory’s Invesco DB Precious Metals Fund DBP Stock Holding History

Cary Street Partners Investment Advisory’s Portfolio DBP Stock Details DBP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-198
Closed -$9.4K – 884
2023
Q3 		$9.4K Hold
198
– – ﹤0.01% 1319
2023
Q2 		$9.77K Hold
198
– – ﹤0.01% 1250
2023
Q1 		$10.1K Hold
198
– – ﹤0.01% 1148
2022
Q4 		$9.51K Buy
+198
New +$8.95K ﹤0.01% 1171

Other funds holding DBP

Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
TYCC
Texas Yale Capital Corp St. Petersburg, Florida $3.52B AUM 52.63% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return
CIM
Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return
PI
PineBridge Investments New York $11.9B AUM 23.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return

Cary Street Partners Investment Advisory's DBP Position: Q4 2023 in Review

Cary Street Partners Investment Advisory sold out of Invesco DB Precious Metals Fund (DBP) in Q4 2023, closing a stake of 198 shares — an estimated $9.4K sold.

Cary Street Partners Investment Advisory first reported a position in DBP in Q4 2022 and held it in 4 quarters. The position peaked at $10.1K in Q1 2023. 35 funds tracked by Wall St. Rank hold DBP as of Q4 2023.

  • Cary Street Partners Investment Advisory reported no remaining Invesco DB Precious Metals Fund position as of Q4 2023 after selling out during the quarter.
  • Cary Street Partners Investment Advisory sold 198 Invesco DB Precious Metals Fund shares in Q4 2023, an estimated $9.4K.
  • Cary Street Partners Investment Advisory first reported a position in Invesco DB Precious Metals Fund in Q4 2022 and held it in 4 quarters.
  • Cary Street Partners Investment Advisory's Invesco DB Precious Metals Fund position peaked at $10.1K in Q1 2023.
  • 35 funds tracked by Wall St. Rank held Invesco DB Precious Metals Fund as of Q4 2023.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2023, filed 5 Feb 2024.