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Danda Trouve Investment Management’s Invesco DB US Dollar Index Bullish Fund UUP Stock Holding History

Danda Trouve Investment Management’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
2022
Q3 		$164K Sell
5,434
-28
-0.5% -$811 0.3% 24
2022
Q2 		$153K Sell
5,462
-7,028
-56% -$193K 0.24% 26
2022
Q1 		$328K Buy
12,490
+3,040
+32% +$78.9K 0.41% 26
2021
Q4 		$242K Buy
+9,450
New +$241K 0.27% 30

Other funds holding UUP

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MSR
Main Street Research Lakeville, Connecticut $1.72B AUM 48.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Verition Fund Management
Verition Fund Management Greenwich, Connecticut $15.4B AUM 30.69% 1-Year Est. Return

Danda Trouve Investment Management's UUP Position: Q3 2022 in Review

Danda Trouve Investment Management reduced its Invesco DB US Dollar Index Bullish Fund (UUP) stake by 0.51% in Q3 2022, selling an estimated $811 and leaving 5,434 shares worth $164K. The position accounts for 0.3% of the portfolio, ranked #24.

Danda Trouve Investment Management first reported a position in UUP in Q4 2021 and has held it in 4 quarters since. The position peaked at $328K in Q1 2022. 175 funds tracked by Wall St. Rank hold UUP as of Q3 2022.

  • Danda Trouve Investment Management held 5,434 shares of Invesco DB US Dollar Index Bullish Fund worth $164K as of Q3 2022.
  • Danda Trouve Investment Management sold 28 Invesco DB US Dollar Index Bullish Fund shares in Q3 2022, an estimated $811.
  • Invesco DB US Dollar Index Bullish Fund made up 0.3% of Danda Trouve Investment Management's portfolio in Q3 2022, its #24 holding.
  • Danda Trouve Investment Management first reported a position in Invesco DB US Dollar Index Bullish Fund in Q4 2021 and has held it in 4 quarters since.
  • Danda Trouve Investment Management's Invesco DB US Dollar Index Bullish Fund position peaked at $328K in Q1 2022.
  • 175 funds tracked by Wall St. Rank held Invesco DB US Dollar Index Bullish Fund as of Q3 2022.

Based on Danda Trouve Investment Management's 13F filing for Q3 2022, filed 14 Oct 2022.