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Evolution Wealth Advisors’s United States Oil Fund USO Stock Holding History

Evolution Wealth Advisors’s Portfolio USO Stock Details USO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-50
Closed -$2K – 685
2021
Q2 		$2K Hold
50
– – ﹤0.01% 624
2021
Q1 		$2K Hold
50
– – ﹤0.01% 634
2020
Q4 		$2K Sell
50
-1,000
-95% -$29.7K ﹤0.01% 568
2020
Q3 		$30K Buy
1,050
+520
+98% +$15.2K 0.01% 232
2020
Q2 		$15K Buy
+530
New +$14.5K ﹤0.01% 239

Other funds holding USO

CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Parallax Volatility Advisers
Parallax Volatility Advisers San Francisco, California $38.6B AUM 45.89% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

Evolution Wealth Advisors's USO Position: Q3 2021 in Review

Evolution Wealth Advisors sold out of United States Oil Fund (USO) in Q3 2021, closing a stake of 50 shares — an estimated $2K sold.

Evolution Wealth Advisors first reported a position in USO in Q2 2020 and held it in 5 quarters. The position peaked at $30K in Q3 2020. 176 funds tracked by Wall St. Rank hold USO as of Q3 2021.

  • Evolution Wealth Advisors reported no remaining United States Oil Fund position as of Q3 2021 after selling out during the quarter.
  • Evolution Wealth Advisors sold 50 United States Oil Fund shares in Q3 2021, an estimated $2K.
  • Evolution Wealth Advisors first reported a position in United States Oil Fund in Q2 2020 and held it in 5 quarters.
  • Evolution Wealth Advisors's United States Oil Fund position peaked at $30K in Q3 2020.
  • 176 funds tracked by Wall St. Rank held United States Oil Fund as of Q3 2021.

Based on Evolution Wealth Advisors's 13F filing for Q3 2021, filed 9 Nov 2021.