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Financial Gravity Asset Management’s Invesco DB Commodity Index Tracking Fund DBC Stock Holding History

Financial Gravity Asset Management’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
2024
Q2 		– Sell
-2
Closed -$47 – 1495
2024
Q1 		$47 Hold
2
– – ﹤0.01% 1053
2023
Q4 		$45 Buy
+2
New +$48 ﹤0.01% 1151

Other funds holding DBC

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.53B AUM 37.62% 1-Year Est. Return
HS
HighVista Strategies Boston, Massachusetts $439M AUM 289.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Financial Gravity Asset Management's DBC Position: Q2 2024 in Review

Financial Gravity Asset Management sold out of Invesco DB Commodity Index Tracking Fund (DBC) in Q2 2024, closing a stake of 2 shares — an estimated $47 sold.

Financial Gravity Asset Management first reported a position in DBC in Q4 2023 and held it in 2 quarters. The position peaked at $47 in Q1 2024. 219 funds tracked by Wall St. Rank hold DBC as of Q2 2024.

  • Financial Gravity Asset Management reported no remaining Invesco DB Commodity Index Tracking Fund position as of Q2 2024 after selling out during the quarter.
  • Financial Gravity Asset Management sold 2 Invesco DB Commodity Index Tracking Fund shares in Q2 2024, an estimated $47.
  • Financial Gravity Asset Management first reported a position in Invesco DB Commodity Index Tracking Fund in Q4 2023 and held it in 2 quarters.
  • Financial Gravity Asset Management's Invesco DB Commodity Index Tracking Fund position peaked at $47 in Q1 2024.
  • 219 funds tracked by Wall St. Rank held Invesco DB Commodity Index Tracking Fund as of Q2 2024.

Based on Financial Gravity Asset Management's 13F filing for Q2 2024, filed 6 Aug 2024.