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Foundations Investment Advisors’s abrdn Bloomberg All Commodity Strategy K-1 Free ETF BCI Stock Holding History

Foundations Investment Advisors’s Portfolio BCI Stock Details BCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-164,282
Closed -$3.25M – 755
2024
Q1 		$3.25M Buy
164,282
+9,124
+6% +$176K 0.09% 186
2023
Q4 		$2.99M Buy
155,158
+19,231
+14% +$396K 0.08% 184
2023
Q3 		$2.87M Buy
135,927
+18,730
+16% +$396K 0.09% 177
2023
Q2 		$2.36M Buy
+117,197
New +$2.39M 0.08% 178

Other funds holding BCI

SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MGP
Metis Global Partners San Diego, California $4.07B AUM 30.82% 1-Year Est. Return
CPO
Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MSA
Mason Street Advisors Milwaukee, Wisconsin $1.02B AUM 8.35% 1-Year Est. Return
FTA
Financial & Tax Architects St Louis, Missouri $448M AUM 13.98% 1-Year Est. Return

Foundations Investment Advisors's BCI Position: Q2 2024 in Review

Foundations Investment Advisors sold out of abrdn Bloomberg All Commodity Strategy K-1 Free ETF (BCI) in Q2 2024, closing a stake of 164,282 shares — an estimated $3.25M sold.

Foundations Investment Advisors first reported a position in BCI in Q2 2023 and held it in 4 quarters. The position peaked at $3.25M in Q1 2024. 122 funds tracked by Wall St. Rank hold BCI as of Q2 2024.

  • Foundations Investment Advisors reported no remaining abrdn Bloomberg All Commodity Strategy K-1 Free ETF position as of Q2 2024 after selling out during the quarter.
  • Foundations Investment Advisors sold 164,282 abrdn Bloomberg All Commodity Strategy K-1 Free ETF shares in Q2 2024, an estimated $3.25M.
  • Foundations Investment Advisors first reported a position in abrdn Bloomberg All Commodity Strategy K-1 Free ETF in Q2 2023 and held it in 4 quarters.
  • Foundations Investment Advisors's abrdn Bloomberg All Commodity Strategy K-1 Free ETF position peaked at $3.25M in Q1 2024.
  • 122 funds tracked by Wall St. Rank held abrdn Bloomberg All Commodity Strategy K-1 Free ETF as of Q2 2024.

Based on Foundations Investment Advisors's 13F filing for Q2 2024, filed 2 Aug 2024.