Concentrum Wealth Management
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Concentrum Wealth Management’s Invesco DB Precious Metals Fund DBP Stock Holding History

Concentrum Wealth Management’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
Q1 		– Sell
-38,445
Closed -$1.85M – 60
2022
Q4 		$1.85M Buy
+38,445
New +$1.74M 1.65% 16

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Invesco
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Wells Fargo
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Concentrum Wealth Management's DBP Position: Q1 2023 in Review

Concentrum Wealth Management sold out of Invesco DB Precious Metals Fund (DBP) in Q1 2023, closing a stake of 38,445 shares — an estimated $1.85M sold.

Concentrum Wealth Management first reported a position in DBP in Q4 2022 and held it in 1 quarter. The position peaked at $1.85M in Q4 2022. 42 funds tracked by Wall St. Rank hold DBP as of Q1 2023.

  • Concentrum Wealth Management reported no remaining Invesco DB Precious Metals Fund position as of Q1 2023 after selling out during the quarter.
  • Concentrum Wealth Management sold 38,445 Invesco DB Precious Metals Fund shares in Q1 2023, an estimated $1.85M.
  • Concentrum Wealth Management first reported a position in Invesco DB Precious Metals Fund in Q4 2022 and held it in 1 quarter.
  • Concentrum Wealth Management's Invesco DB Precious Metals Fund position peaked at $1.85M in Q4 2022.
  • 42 funds tracked by Wall St. Rank held Invesco DB Precious Metals Fund as of Q1 2023.

Based on Concentrum Wealth Management's 13F filing for Q1 2023, filed 3 May 2023.