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Congress Wealth Management’s United States Oil Fund USO Stock Holding History

Congress Wealth Management’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
2024
Q1 		– Sell
-4,150
Closed -$277K – 640
2023
Q4 		$277K Buy
+4,150
New +$301K 0.01% 543

Other funds holding USO

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Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
SC
Savoie Capital Chicago, Illinois $805M AUM 19.48% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Congress Wealth Management's USO Position: Q1 2024 in Review

Congress Wealth Management sold out of United States Oil Fund (USO) in Q1 2024, closing a stake of 4,150 shares — an estimated $277K sold.

Congress Wealth Management first reported a position in USO in Q4 2023 and held it in 1 quarter. The position peaked at $277K in Q4 2023. 180 funds tracked by Wall St. Rank hold USO as of Q1 2024.

  • Congress Wealth Management reported no remaining United States Oil Fund position as of Q1 2024 after selling out during the quarter.
  • Congress Wealth Management sold 4,150 United States Oil Fund shares in Q1 2024, an estimated $277K.
  • Congress Wealth Management first reported a position in United States Oil Fund in Q4 2023 and held it in 1 quarter.
  • Congress Wealth Management's United States Oil Fund position peaked at $277K in Q4 2023.
  • 180 funds tracked by Wall St. Rank held United States Oil Fund as of Q1 2024.

Based on Congress Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.