CIM
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Contravisory Investment Management’s iShares GSCI Commodity Dynamic Roll Strategy ETF COMT Stock Holding History

Contravisory Investment Management’s Portfolio COMT Stock Details COMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-6
Closed -$175 – 370
2023
Q3 		$175 Buy
+6
New +$170 ﹤0.01% 319

Other funds holding COMT

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
EWA
Evolution Wealth Advisors Aventura, Florida $981M AUM 21.2% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PFM
Peak Financial Management Wellesley, Massachusetts $436M AUM 21.5% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return

Contravisory Investment Management's COMT Position: Q4 2023 in Review

Contravisory Investment Management sold out of iShares GSCI Commodity Dynamic Roll Strategy ETF (COMT) in Q4 2023, closing a stake of 6 shares — an estimated $175 sold.

Contravisory Investment Management first reported a position in COMT in Q3 2023 and held it in 1 quarter. The position peaked at $175 in Q3 2023. 179 funds tracked by Wall St. Rank hold COMT as of Q4 2023.

  • Contravisory Investment Management reported no remaining iShares GSCI Commodity Dynamic Roll Strategy ETF position as of Q4 2023 after selling out during the quarter.
  • Contravisory Investment Management sold 6 iShares GSCI Commodity Dynamic Roll Strategy ETF shares in Q4 2023, an estimated $175.
  • Contravisory Investment Management first reported a position in iShares GSCI Commodity Dynamic Roll Strategy ETF in Q3 2023 and held it in 1 quarter.
  • Contravisory Investment Management's iShares GSCI Commodity Dynamic Roll Strategy ETF position peaked at $175 in Q3 2023.
  • 179 funds tracked by Wall St. Rank held iShares GSCI Commodity Dynamic Roll Strategy ETF as of Q4 2023.

Based on Contravisory Investment Management's 13F filing for Q4 2023, filed 11 Jan 2024.