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Foundations Investment Advisors’s Invesco DB Oil Fund DBO Stock Holding History

Foundations Investment Advisors’s Portfolio DBO Stock Details DBO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-10,893
Closed -$181K – 404
2022
Q2 		$181K Buy
+10,893
New +$204K 0.01% 373

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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
EFM
E Fund Management Guangzhou, China $3.37B AUM
FTS
Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return
NFP
Narus Financial Partners Salt Lake City, Utah $382M AUM 30.09% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $33.9B AUM 25.88% 1-Year Est. Return

Foundations Investment Advisors's DBO Position: Q3 2022 in Review

Foundations Investment Advisors sold out of Invesco DB Oil Fund (DBO) in Q3 2022, closing a stake of 10,893 shares — an estimated $181K sold.

Foundations Investment Advisors first reported a position in DBO in Q2 2022 and held it in 1 quarter. The position peaked at $181K in Q2 2022. 77 funds tracked by Wall St. Rank hold DBO as of Q3 2022.

  • Foundations Investment Advisors reported no remaining Invesco DB Oil Fund position as of Q3 2022 after selling out during the quarter.
  • Foundations Investment Advisors sold 10,893 Invesco DB Oil Fund shares in Q3 2022, an estimated $181K.
  • Foundations Investment Advisors first reported a position in Invesco DB Oil Fund in Q2 2022 and held it in 1 quarter.
  • Foundations Investment Advisors's Invesco DB Oil Fund position peaked at $181K in Q2 2022.
  • 77 funds tracked by Wall St. Rank held Invesco DB Oil Fund as of Q3 2022.

Based on Foundations Investment Advisors's 13F filing for Q3 2022, filed 19 Oct 2022.