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Concord Wealth Partners’s Invesco DB US Dollar Index Bullish Fund UUP Stock Holding History

Concord Wealth Partners’s Portfolio UUP Stock Details UUP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-50
Closed -$1.46K – 1027
2024
Q2 		$1.46K Buy
+50
New +$1.44K ﹤0.01% 693

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ETC
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Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $19B AUM 51.73% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Concord Wealth Partners's UUP Position: Q3 2024 in Review

Concord Wealth Partners sold out of Invesco DB US Dollar Index Bullish Fund (UUP) in Q3 2024, closing a stake of 50 shares — an estimated $1.46K sold.

Concord Wealth Partners first reported a position in UUP in Q2 2024 and held it in 1 quarter. The position peaked at $1.46K in Q2 2024. 72 funds tracked by Wall St. Rank hold UUP as of Q3 2024.

  • Concord Wealth Partners reported no remaining Invesco DB US Dollar Index Bullish Fund position as of Q3 2024 after selling out during the quarter.
  • Concord Wealth Partners sold 50 Invesco DB US Dollar Index Bullish Fund shares in Q3 2024, an estimated $1.46K.
  • Concord Wealth Partners first reported a position in Invesco DB US Dollar Index Bullish Fund in Q2 2024 and held it in 1 quarter.
  • Concord Wealth Partners's Invesco DB US Dollar Index Bullish Fund position peaked at $1.46K in Q2 2024.
  • 72 funds tracked by Wall St. Rank held Invesco DB US Dollar Index Bullish Fund as of Q3 2024.

Based on Concord Wealth Partners's 13F filing for Q3 2024, filed 24 Oct 2024.