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Clearview Wealth Advisors’s Invesco DB Agriculture Fund DBA Stock Holding History

Clearview Wealth Advisors’s Portfolio DBA Stock Details DBA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-453
Closed -$9.55K – 229
2023
Q2 		$9.55K Hold
453
– – 0.01% 372
2023
Q1 		$9.26K Hold
453
– – 0.01% 381
2022
Q4 		$9.13K Buy
453
+2
+0.4% +$40 0.01% 342
2022
Q3 		$9K Buy
+451
New +$9.11K 0.01% 342

Other funds holding DBA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PWAC
Private Wealth Advisors (California) Fresno, California $356M AUM 26.22% 1-Year Est. Return
WHAM
Windmill Hill Asset Management Waddesdon, United Kingdom $321M AUM 25.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Clearview Wealth Advisors's DBA Position: Q3 2023 in Review

Clearview Wealth Advisors sold out of Invesco DB Agriculture Fund (DBA) in Q3 2023, closing a stake of 453 shares — an estimated $9.55K sold.

Clearview Wealth Advisors first reported a position in DBA in Q3 2022 and held it in 4 quarters. The position peaked at $9.55K in Q2 2023. 153 funds tracked by Wall St. Rank hold DBA as of Q3 2023.

  • Clearview Wealth Advisors reported no remaining Invesco DB Agriculture Fund position as of Q3 2023 after selling out during the quarter.
  • Clearview Wealth Advisors sold 453 Invesco DB Agriculture Fund shares in Q3 2023, an estimated $9.55K.
  • Clearview Wealth Advisors first reported a position in Invesco DB Agriculture Fund in Q3 2022 and held it in 4 quarters.
  • Clearview Wealth Advisors's Invesco DB Agriculture Fund position peaked at $9.55K in Q2 2023.
  • 153 funds tracked by Wall St. Rank held Invesco DB Agriculture Fund as of Q3 2023.

Based on Clearview Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.