EWM
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Elmwood Wealth Management’s Invesco DB Precious Metals Fund DBP Stock Holding History

Elmwood Wealth Management’s Portfolio DBP Stock Details DBP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-1
Closed -$39 – 274
2020
Q1 		$39 Buy
+1
New +$42 ﹤0.01% 298
2019
Q1 		– Sell
-1
Closed – – 282
2018
Q4 		$0 Hold
1
– – ﹤0.01% 291
2018
Q3 		$34 Hold
1
– – ﹤0.01% 287
2018
Q2 		$36 Hold
1
– – ﹤0.01% 291
2018
Q1 		$39 Buy
+1
New +$39 ﹤0.01% 298

Other funds holding DBP

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
TYCC
Texas Yale Capital Corp St. Petersburg, Florida $3.52B AUM 52.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CIM
Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
DWA
Dorsey Wright & Associates Pasadena, California $807M AUM 65.46% 1-Year Est. Return
QA
Quantitative Advantage Minnetonka, Minnesota $689M AUM 6.25% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
FTS
Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Elmwood Wealth Management's DBP Position: Q2 2020 in Review

Elmwood Wealth Management sold out of Invesco DB Precious Metals Fund (DBP) in Q2 2020, closing a stake of 1 share — an estimated $39 sold.

Elmwood Wealth Management first reported a position in DBP in Q1 2018 and held it in 5 quarters. The position peaked at $39 in Q1 2020. 41 funds tracked by Wall St. Rank hold DBP as of Q2 2020.

  • Elmwood Wealth Management reported no remaining Invesco DB Precious Metals Fund position as of Q2 2020 after selling out during the quarter.
  • Elmwood Wealth Management sold 1 Invesco DB Precious Metals Fund share in Q2 2020, an estimated $39.
  • Elmwood Wealth Management first reported a position in Invesco DB Precious Metals Fund in Q1 2018 and held it in 5 quarters.
  • Elmwood Wealth Management's Invesco DB Precious Metals Fund position peaked at $39 in Q1 2020.
  • 41 funds tracked by Wall St. Rank held Invesco DB Precious Metals Fund as of Q2 2020.

Based on Elmwood Wealth Management's 13F filing for Q2 2020, filed 13 Aug 2020.