Fulcrum Equity Management’s Invesco DB Commodity Index Tracking Fund DBC Stock Holding History

Fulcrum Equity Management’s Portfolio DBC Stock Details DBC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-7,868	Closed	-$210K	–	75
2022 Q2	$210K	Buy	+7,868	New	+$221K	0.17%	67
2019 Q4	–	Sell	-2,174	Closed	-$33K	–	115
2019 Q3	$33K	Buy	+2,174	New	+$33.2K	0.02%	108

Other funds holding DBC

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LMIM

Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Fulcrum Equity Management's DBC Position: Q3 2022 in Review

Fulcrum Equity Management sold out of Invesco DB Commodity Index Tracking Fund (DBC) in Q3 2022, closing a stake of 7,868 shares — an estimated $210K sold.

Fulcrum Equity Management first reported a position in DBC in Q3 2019 and held it in 2 quarters. The position peaked at $210K in Q2 2022. 307 funds tracked by Wall St. Rank hold DBC as of Q3 2022.

Fulcrum Equity Management reported no remaining Invesco DB Commodity Index Tracking Fund position as of Q3 2022 after selling out during the quarter.
Fulcrum Equity Management sold 7,868 Invesco DB Commodity Index Tracking Fund shares in Q3 2022, an estimated $210K.
Fulcrum Equity Management first reported a position in Invesco DB Commodity Index Tracking Fund in Q3 2019 and held it in 2 quarters.
Fulcrum Equity Management's Invesco DB Commodity Index Tracking Fund position peaked at $210K in Q2 2022.
307 funds tracked by Wall St. Rank held Invesco DB Commodity Index Tracking Fund as of Q3 2022.

Based on Fulcrum Equity Management's 13F filing for Q3 2022, filed 11 Oct 2022.