CS
DBO icon

Credit Suisse’s Invesco DB Oil Fund DBO Stock Holding History

Credit Suisse’s Portfolio DBO Stock Details DBO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-20,656
Closed -$314K – 3984
2022
Q3 		$314K Buy
20,656
+4,278
+26% +$72.1K ﹤0.01% 3060
2022
Q2 		$299K Buy
+16,378
New +$307K ﹤0.01% 3163
2017
Q1 		– Sell
-22,740
Closed -$220K – 3848
2016
Q4 		$220K Buy
+22,740
New +$205K ﹤0.01% 3779

Other funds holding DBO

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
FTS
Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $33.9B AUM 25.88% 1-Year Est. Return

Credit Suisse's DBO Position: Q4 2022 in Review

Credit Suisse sold out of Invesco DB Oil Fund (DBO) in Q4 2022, closing a stake of 20,656 shares — an estimated $314K sold.

Credit Suisse first reported a position in DBO in Q4 2016 and held it in 3 quarters. The position peaked at $314K in Q3 2022. 71 funds tracked by Wall St. Rank hold DBO as of Q4 2022.

  • Credit Suisse reported no remaining Invesco DB Oil Fund position as of Q4 2022 after selling out during the quarter.
  • Credit Suisse sold 20,656 Invesco DB Oil Fund shares in Q4 2022, an estimated $314K.
  • Credit Suisse first reported a position in Invesco DB Oil Fund in Q4 2016 and held it in 3 quarters.
  • Credit Suisse's Invesco DB Oil Fund position peaked at $314K in Q3 2022.
  • 71 funds tracked by Wall St. Rank held Invesco DB Oil Fund as of Q4 2022.

Based on Credit Suisse's 13F filing for Q4 2022, filed 13 Feb 2023.