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Colonial Trust Advisors’s Invesco DB Agriculture Fund DBA Stock Holding History

Colonial Trust 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
2024
Q4 		– Sell
-500
Closed -$13K – 702
2024
Q3 		$13K Hold
500
– – ﹤0.01% 503
2024
Q2 		$11.9K Hold
500
– – ﹤0.01% 503
2024
Q1 		$12.4K Hold
500
– – ﹤0.01% 557
2023
Q4 		$10.4K Hold
500
– – ﹤0.01% 505
2023
Q3 		$10.7K Hold
500
– – ﹤0.01% 506
2023
Q2 		$10.5K Hold
500
– – ﹤0.01% 517
2023
Q1 		$10.2K Hold
500
– – ﹤0.01% 505
2022
Q4 		$10.1K Buy
+500
New +$9.98K ﹤0.01% 515

Other funds holding DBA

NYLIM
New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
PP
Passaic Partners Newark, New Jersey $1.36B AUM 18.52% 1-Year Est. Return
CWA
Capital Wealth Alliance Scottsdale, Arizona $215M AUM 26.09% 1-Year Est. Return

Colonial Trust Advisors's DBA Position: Q4 2024 in Review

Colonial Trust Advisors sold out of Invesco DB Agriculture Fund (DBA) in Q4 2024, closing a stake of 500 shares — an estimated $13K sold.

Colonial Trust Advisors first reported a position in DBA in Q4 2022 and held it in 8 quarters. The position peaked at $13K in Q3 2024. 147 funds tracked by Wall St. Rank hold DBA as of Q4 2024.

  • Colonial Trust Advisors reported no remaining Invesco DB Agriculture Fund position as of Q4 2024 after selling out during the quarter.
  • Colonial Trust Advisors sold 500 Invesco DB Agriculture Fund shares in Q4 2024, an estimated $13K.
  • Colonial Trust Advisors first reported a position in Invesco DB Agriculture Fund in Q4 2022 and held it in 8 quarters.
  • Colonial Trust Advisors's Invesco DB Agriculture Fund position peaked at $13K in Q3 2024.
  • 147 funds tracked by Wall St. Rank held Invesco DB Agriculture Fund as of Q4 2024.

Based on Colonial Trust Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.