FIM
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Fernwood Investment Management’s iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 DJP Stock Holding History

Fernwood Investment Management’s Portfolio DJP Stock Details DJP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-92
Closed -$2.86K – 312
2024
Q1 		$2.86K Buy
+92
New +$2.79K ﹤0.01% 661

Other funds holding DJP

BBA
BLB&B Advisors Montgomeryville, Pennsylvania $2.42B AUM 22.12% 1-Year Est. Return
OPCM
Osborne Partners Capital Management San Francisco, California $1.89B AUM 16.21% 1-Year Est. Return
DCM
Dimension Capital Management Coral Gables, Florida $713M AUM 18.57% 1-Year Est. Return
BPWM
Badgley Phelps Wealth Managers Seattle, Washington $5.02B AUM 21.87% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
HBT
Heartland Bank & Trust Bloomington, Illinois $442M AUM 28.29% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
C
Certuity North Palm Beach, Florida $2.03B AUM 88.59% 1-Year Est. Return
FA
Forefront Analytics West Conshohocken, Pennsylvania $110M AUM 18.54% 1-Year Est. Return
FFA
First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return

Fernwood Investment Management's DJP Position: Q2 2024 in Review

Fernwood Investment Management sold out of iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 (DJP) in Q2 2024, closing a stake of 92 shares — an estimated $2.86K sold.

Fernwood Investment Management first reported a position in DJP in Q1 2024 and held it in 1 quarter. The position peaked at $2.86K in Q1 2024. 132 funds tracked by Wall St. Rank hold DJP as of Q2 2024.

  • Fernwood Investment Management reported no remaining iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 position as of Q2 2024 after selling out during the quarter.
  • Fernwood Investment Management sold 92 iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 shares in Q2 2024, an estimated $2.86K.
  • Fernwood Investment Management first reported a position in iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 in Q1 2024 and held it in 1 quarter.
  • Fernwood Investment Management's iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 position peaked at $2.86K in Q1 2024.
  • 132 funds tracked by Wall St. Rank held iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 as of Q2 2024.

Based on Fernwood Investment Management's 13F filing for Q2 2024, filed 31 Jul 2024.