Delos Wealth Advisors’s Invesco DB Commodity Index Tracking Fund DBC Stock Holding History

Delos Wealth Advisors’s Portfolio DBC Stock Details DBC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-251	Closed	-$6.19K	–	399
2022 Q4	$6.19K	Hold	251	–	–	0.01%	168
2022 Q3	$6K	Buy	+251	New	+$6.37K	0.01%	164
2021 Q3	–	Sell	-40	Closed	-$1K	–	220
2021 Q2	$1K	Buy	+40	New	+$731	﹤0.01%	159

Other funds holding DBC

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

LMIM

Lockheed Martin Investment Management Bethesda, Maryland $2.53B AUM 37.62% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

Delos Wealth Advisors's DBC Position: Q1 2023 in Review

Delos Wealth Advisors sold out of Invesco DB Commodity Index Tracking Fund (DBC) in Q1 2023, closing a stake of 251 shares — an estimated $6.19K sold.

Delos Wealth Advisors first reported a position in DBC in Q2 2021 and held it in 3 quarters. The position peaked at $6.19K in Q4 2022. 246 funds tracked by Wall St. Rank hold DBC as of Q1 2023.

Delos Wealth Advisors reported no remaining Invesco DB Commodity Index Tracking Fund position as of Q1 2023 after selling out during the quarter.
Delos Wealth Advisors sold 251 Invesco DB Commodity Index Tracking Fund shares in Q1 2023, an estimated $6.19K.
Delos Wealth Advisors first reported a position in Invesco DB Commodity Index Tracking Fund in Q2 2021 and held it in 3 quarters.
Delos Wealth Advisors's Invesco DB Commodity Index Tracking Fund position peaked at $6.19K in Q4 2022.
246 funds tracked by Wall St. Rank held Invesco DB Commodity Index Tracking Fund as of Q1 2023.

Based on Delos Wealth Advisors's 13F filing for Q1 2023, filed 15 May 2023.