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Cedar Wealth Management’s Invesco DB Commodity Index Tracking Fund DBC Stock Holding History

Cedar Wealth Management’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
2024
Q3 		– Sell
-39,805
Closed -$925K – 272
2024
Q2 		$925K Buy
+39,805
New +$931K 0.3% 46

Other funds holding DBC

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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return
HS
HighVista Strategies Boston, Massachusetts $362M AUM 230.96% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cedar Wealth Management's DBC Position: Q3 2024 in Review

Cedar Wealth Management sold out of Invesco DB Commodity Index Tracking Fund (DBC) in Q3 2024, closing a stake of 39,805 shares — an estimated $925K sold.

Cedar Wealth Management first reported a position in DBC in Q2 2024 and held it in 1 quarter. The position peaked at $925K in Q2 2024. 202 funds tracked by Wall St. Rank hold DBC as of Q3 2024.

  • Cedar Wealth Management reported no remaining Invesco DB Commodity Index Tracking Fund position as of Q3 2024 after selling out during the quarter.
  • Cedar Wealth Management sold 39,805 Invesco DB Commodity Index Tracking Fund shares in Q3 2024, an estimated $925K.
  • Cedar Wealth Management first reported a position in Invesco DB Commodity Index Tracking Fund in Q2 2024 and held it in 1 quarter.
  • Cedar Wealth Management's Invesco DB Commodity Index Tracking Fund position peaked at $925K in Q2 2024.
  • 202 funds tracked by Wall St. Rank held Invesco DB Commodity Index Tracking Fund as of Q3 2024.

Based on Cedar Wealth Management's 13F filing for Q3 2024, filed 8 Nov 2024.