Dynamic Advisor Solutions’s United States Oil Fund USO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q1
Sell
-562,500
Closed -$16K 452
2018
Q4
$16K Buy
+562,500
New +$56.6M ﹤0.01% 393

Other funds holding USO

Dynamic Advisor Solutions's USO Position: Q3 2024 in Review

Dynamic Advisor Solutions sold out of United States Oil Fund (USO) in Q3 2024, closing a stake of 3,319 shares — an estimated $264K sold.

Dynamic Advisor Solutions first reported a position in USO in Q2 2014 and held it in 8 quarters. The position peaked at $622K in Q2 2014. 166 funds tracked by Wall St. Rank hold USO as of Q3 2024.

  • Dynamic Advisor Solutions reported no remaining United States Oil Fund position as of Q3 2024 after selling out during the quarter.
  • Dynamic Advisor Solutions sold 3,319 United States Oil Fund shares in Q3 2024, an estimated $264K.
  • Dynamic Advisor Solutions first reported a position in United States Oil Fund in Q2 2014 and held it in 8 quarters.
  • Dynamic Advisor Solutions's United States Oil Fund position peaked at $622K in Q2 2014.
  • 166 funds tracked by Wall St. Rank held United States Oil Fund as of Q3 2024.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2024, filed 7 Oct 2024.