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Fortis Group Advisors’s United States Oil Fund USO Stock Holding History

Fortis Group Advisors’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
2024
Q2 		– Sell
-4,392
Closed -$346K – 529
2024
Q1 		$346K Buy
+4,392
New +$317K 0.06% 152
2020
Q3 		$2K Buy
+97
New +$2.84K ﹤0.01% 408

Other funds holding USO

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Fortis Group Advisors's USO Position: Q2 2024 in Review

Fortis Group Advisors sold out of United States Oil Fund (USO) in Q2 2024, closing a stake of 4,392 shares — an estimated $346K sold.

Fortis Group Advisors first reported a position in USO in Q3 2020 and held it in 2 quarters. The position peaked at $346K in Q1 2024. 179 funds tracked by Wall St. Rank hold USO as of Q2 2024.

  • Fortis Group Advisors reported no remaining United States Oil Fund position as of Q2 2024 after selling out during the quarter.
  • Fortis Group Advisors sold 4,392 United States Oil Fund shares in Q2 2024, an estimated $346K.
  • Fortis Group Advisors first reported a position in United States Oil Fund in Q3 2020 and held it in 2 quarters.
  • Fortis Group Advisors's United States Oil Fund position peaked at $346K in Q1 2024.
  • 179 funds tracked by Wall St. Rank held United States Oil Fund as of Q2 2024.

Based on Fortis Group Advisors's 13F filing for Q2 2024, filed 30 Jul 2024.