Financial Management Professionals’s Invesco DB Agriculture Fund DBA Stock Holding History

Financial Management Professionals’s Portfolio DBA Stock Details DBA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-200	Closed	-$4K	–	1020
2022 Q4	$4K	Hold	200	–	–	﹤0.01%	650
2022 Q3	$4K	Hold	200	–	–	﹤0.01%	622
2022 Q2	$4K	Hold	200	–	–	﹤0.01%	642
2022 Q1	$4K	Buy	+200	New	+$4.19K	﹤0.01%	660
2021 Q3	–	Sell	-100	Closed	-$2K	–	956
2021 Q2	$2K	Buy	+100	New	+$1.83K	﹤0.01%	660

Other funds holding DBA

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

PWAC

Private Wealth Advisors (California) Fresno, California $391M AUM 26.98% 1-Year Est. Return

WHAM

Windmill Hill Asset Management Waddesdon, United Kingdom $448M AUM 23.99% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Passaic Partners Newark, New Jersey $1.36B AUM 18.52% 1-Year Est. Return

Cavalier Investments Alpharetta, Georgia $2.41B AUM 38.24% 1-Year Est. Return

Financial Management Professionals's DBA Position: Q1 2023 in Review

Financial Management Professionals sold out of Invesco DB Agriculture Fund (DBA) in Q1 2023, closing a stake of 200 shares — an estimated $4K sold.

Financial Management Professionals first reported a position in DBA in Q2 2021 and held it in 5 quarters. The position peaked at $4K in Q4 2022. 155 funds tracked by Wall St. Rank hold DBA as of Q1 2023.

Financial Management Professionals reported no remaining Invesco DB Agriculture Fund position as of Q1 2023 after selling out during the quarter.
Financial Management Professionals sold 200 Invesco DB Agriculture Fund shares in Q1 2023, an estimated $4K.
Financial Management Professionals first reported a position in Invesco DB Agriculture Fund in Q2 2021 and held it in 5 quarters.
Financial Management Professionals's Invesco DB Agriculture Fund position peaked at $4K in Q4 2022.
155 funds tracked by Wall St. Rank held Invesco DB Agriculture Fund as of Q1 2023.

Based on Financial Management Professionals's 13F filing for Q1 2023, filed 13 Apr 2023.