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Founders Financial Alliance’s Invesco DB Base Metals Fund DBB Stock Holding History

Founders Financial Alliance’s Portfolio DBB Stock Details DBB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-250
Closed -$4K – 617
2020
Q3 		$4K Buy
+250
New +$3.74K ﹤0.01% 1034

Other funds holding DBB

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
MFM
MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PWAC
Private Wealth Advisors (California) Fresno, California $356M AUM 26.22% 1-Year Est. Return
CIM
Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PMAM
Picton Mahoney Asset Management Toronto, Ontario, Canada $13.5B AUM 50.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

Founders Financial Alliance's DBB Position: Q4 2020 in Review

Founders Financial Alliance sold out of Invesco DB Base Metals Fund (DBB) in Q4 2020, closing a stake of 250 shares — an estimated $4K sold.

Founders Financial Alliance first reported a position in DBB in Q3 2020 and held it in 1 quarter. The position peaked at $4K in Q3 2020. 45 funds tracked by Wall St. Rank hold DBB as of Q4 2020.

  • Founders Financial Alliance reported no remaining Invesco DB Base Metals Fund position as of Q4 2020 after selling out during the quarter.
  • Founders Financial Alliance sold 250 Invesco DB Base Metals Fund shares in Q4 2020, an estimated $4K.
  • Founders Financial Alliance first reported a position in Invesco DB Base Metals Fund in Q3 2020 and held it in 1 quarter.
  • Founders Financial Alliance's Invesco DB Base Metals Fund position peaked at $4K in Q3 2020.
  • 45 funds tracked by Wall St. Rank held Invesco DB Base Metals Fund as of Q4 2020.

Based on Founders Financial Alliance's 13F filing for Q4 2020, filed 4 Feb 2021.