FormulaFolio Investments’s United States Oil Fund USO Stock Holding History

FormulaFolio Investments’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 Q2	–	Sell	-516	Closed	-$23K	–	515
2021 Q1	$23K	Sell	516 -8,540	-94%	-$335K	0.01%	183
2020 Q4	$299K	Buy	+9,056	New	+$269K	0.01%	537
2020 Q2	–	Sell	-1,725	Closed	-$58K	–	325
2020 Q1	$58K	Buy	+1,725	New	+$133K	﹤0.01%	277

Other funds holding USO

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SMFG

Sumitomo Mitsui Financial Group Tokyo, Japan $4.94B AUM 1.39% 1-Year Est. Return

Parallax Volatility Advisers San Francisco, California $38.6B AUM 45.89% 1-Year Est. Return

Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

HFM

Harvest Fund Management Beijing, China $2.35B AUM 49.85% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

FormulaFolio Investments's USO Position: Q2 2021 in Review

FormulaFolio Investments sold out of United States Oil Fund (USO) in Q2 2021, closing a stake of 516 shares — an estimated $23K sold.

FormulaFolio Investments first reported a position in USO in Q1 2020 and held it in 3 quarters. The position peaked at $299K in Q4 2020. 180 funds tracked by Wall St. Rank hold USO as of Q2 2021.

FormulaFolio Investments reported no remaining United States Oil Fund position as of Q2 2021 after selling out during the quarter.
FormulaFolio Investments sold 516 United States Oil Fund shares in Q2 2021, an estimated $23K.
FormulaFolio Investments first reported a position in United States Oil Fund in Q1 2020 and held it in 3 quarters.
FormulaFolio Investments's United States Oil Fund position peaked at $299K in Q4 2020.
180 funds tracked by Wall St. Rank held United States Oil Fund as of Q2 2021.

Based on FormulaFolio Investments's 13F filing for Q2 2021, filed 28 Jul 2021.