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Focused Wealth Management’s United States Oil Fund USO Stock Holding History

Focused Wealth Management’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
2022
Q1 		– Sell
-5,000
Closed -$3K – 1120
2021
Q4 		$3K Buy
+5,000
New +$272K ﹤0.01% 775

Other funds holding USO

Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return

Focused Wealth Management's USO Position: Q1 2020 in Review

Focused Wealth Management sold out of United States Oil Fund (USO) in Q1 2020, closing a stake of 169 shares — an estimated $17K sold.

Focused Wealth Management first reported a position in USO in Q4 2016 and held it in 12 quarters. The position peaked at $75K in Q3 2018. 216 funds tracked by Wall St. Rank hold USO as of Q1 2020.

  • Focused Wealth Management reported no remaining United States Oil Fund position as of Q1 2020 after selling out during the quarter.
  • Focused Wealth Management sold 169 United States Oil Fund shares in Q1 2020, an estimated $17K.
  • Focused Wealth Management first reported a position in United States Oil Fund in Q4 2016 and held it in 12 quarters.
  • Focused Wealth Management's United States Oil Fund position peaked at $75K in Q3 2018.
  • 216 funds tracked by Wall St. Rank held United States Oil Fund as of Q1 2020.

Based on Focused Wealth Management's 13F filing for Q1 2020, filed 6 May 2020.