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Centerpoint Advisors’s United States Oil Fund USO Stock Holding History

Centerpoint Advisors’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
2021
Q4 		– Sell
-312
Closed -$16K – 467
2021
Q3 		$16K Hold
312
– – 0.01% 175
2021
Q2 		$16K Hold
312
– – 0.01% 178
2021
Q1 		$13K Hold
312
– – 0.01% 157
2020
Q4 		$10K Hold
312
– – 0.01% 166
2020
Q3 		$9K Hold
312
– – 0.01% 151
2020
Q2 		$9K Sell
312
-1
-0.3% -$27 0.01% 164
2020
Q1 		$11K Buy
+313
New +$24.1K 0.01% 146

Other funds holding USO

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Squarepoint
Squarepoint New York $85.1B AUM 20.93% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

Centerpoint Advisors's USO Position: Q4 2021 in Review

Centerpoint Advisors sold out of United States Oil Fund (USO) in Q4 2021, closing a stake of 312 shares — an estimated $16K sold.

Centerpoint Advisors first reported a position in USO in Q1 2020 and held it in 7 quarters. The position peaked at $16K in Q3 2021. 196 funds tracked by Wall St. Rank hold USO as of Q4 2021.

  • Centerpoint Advisors reported no remaining United States Oil Fund position as of Q4 2021 after selling out during the quarter.
  • Centerpoint Advisors sold 312 United States Oil Fund shares in Q4 2021, an estimated $16K.
  • Centerpoint Advisors first reported a position in United States Oil Fund in Q1 2020 and held it in 7 quarters.
  • Centerpoint Advisors's United States Oil Fund position peaked at $16K in Q3 2021.
  • 196 funds tracked by Wall St. Rank held United States Oil Fund as of Q4 2021.

Based on Centerpoint Advisors's 13F filing for Q4 2021, filed 14 Jan 2022.