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Foster Victor Wealth Advisors’s United States Oil Fund USO Stock Holding History

Foster Victor Wealth 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
2021
Q4 		– Sell
-11
Closed -$1K – 157
2021
Q3 		$1K Sell
11
-14
-56% -$685 ﹤0.01% 141
2021
Q2 		$1K Buy
+25
New +$1.13K ﹤0.01% 147

Other funds holding USO

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CS
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Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Squarepoint
Squarepoint New York $85.1B AUM 20.93% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

Foster Victor Wealth Advisors's USO Position: Q4 2021 in Review

Foster Victor Wealth Advisors sold out of United States Oil Fund (USO) in Q4 2021, closing a stake of 11 shares — an estimated $1K sold.

Foster Victor Wealth Advisors first reported a position in USO in Q2 2021 and held it in 2 quarters. The position peaked at $1K in Q3 2021. 196 funds tracked by Wall St. Rank hold USO as of Q4 2021.

  • Foster Victor Wealth Advisors reported no remaining United States Oil Fund position as of Q4 2021 after selling out during the quarter.
  • Foster Victor Wealth Advisors sold 11 United States Oil Fund shares in Q4 2021, an estimated $1K.
  • Foster Victor Wealth Advisors first reported a position in United States Oil Fund in Q2 2021 and held it in 2 quarters.
  • Foster Victor Wealth Advisors's United States Oil Fund position peaked at $1K in Q3 2021.
  • 196 funds tracked by Wall St. Rank held United States Oil Fund as of Q4 2021.

Based on Foster Victor Wealth Advisors's 13F filing for Q4 2021, filed 19 Jan 2022.