DWM
DBO icon

Darwin Wealth Management’s Invesco DB Oil Fund DBO Stock Holding History

Darwin Wealth Management’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
2020
Q3 		– Sell
-12,000
Closed -$83K – 156
2020
Q2 		$83K Hold
12,000
– – 0.02% 156
2020
Q1 		$73K Buy
+12,000
New +$102K 0.02% 198

Other funds holding DBO

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $33.9B AUM 25.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
AWS
AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Darwin Wealth Management's DBO Position: Q3 2020 in Review

Darwin Wealth Management sold out of Invesco DB Oil Fund (DBO) in Q3 2020, closing a stake of 12,000 shares — an estimated $83K sold.

Darwin Wealth Management first reported a position in DBO in Q1 2020 and held it in 2 quarters. The position peaked at $83K in Q2 2020. 55 funds tracked by Wall St. Rank hold DBO as of Q3 2020.

  • Darwin Wealth Management reported no remaining Invesco DB Oil Fund position as of Q3 2020 after selling out during the quarter.
  • Darwin Wealth Management sold 12,000 Invesco DB Oil Fund shares in Q3 2020, an estimated $83K.
  • Darwin Wealth Management first reported a position in Invesco DB Oil Fund in Q1 2020 and held it in 2 quarters.
  • Darwin Wealth Management's Invesco DB Oil Fund position peaked at $83K in Q2 2020.
  • 55 funds tracked by Wall St. Rank held Invesco DB Oil Fund as of Q3 2020.

Based on Darwin Wealth Management's 13F filing for Q3 2020, filed 16 Oct 2020.