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Hart & Patterson Financial Group’s abrdn Bloomberg All Commodity Strategy K-1 Free ETF BCI Stock Holding History

Hart & Patterson Financial Group’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
Q4 		$5.35M Buy
270,662
+7,142
+3% +$144K 2.6% 12
2024
Q3 		$5.39M Buy
263,520
+1,262
+0.5% +$24.9K 2.55% 14
2024
Q2 		$5.33M Sell
262,258
-12,739
-5% -$262K 2.64% 13
2024
Q1 		$5.44M Buy
274,997
+219,895
+399% +$4.25M 2.69% 12
2023
Q4 		$1.07M Buy
+55,102
New +$1.13M 0.55% 32

Other funds holding BCI

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
GLA
Great Lakes Advisors Chicago, Illinois $12.1B AUM 29.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Hart & Patterson Financial Group's BCI Position: Q4 2024 in Review

Hart & Patterson Financial Group increased its abrdn Bloomberg All Commodity Strategy K-1 Free ETF (BCI) stake by 2.7% in Q4 2024, buying an estimated $144K and bringing the position to 270,662 shares worth $5.35M. The position accounts for 2.6% of the portfolio, ranked #12.

Hart & Patterson Financial Group first reported a position in BCI in Q4 2023 and has held it in 5 quarters since. The position peaked at $5.44M in Q1 2024. 140 funds tracked by Wall St. Rank hold BCI as of Q4 2024.

  • Hart & Patterson Financial Group held 270,662 shares of abrdn Bloomberg All Commodity Strategy K-1 Free ETF worth $5.35M as of Q4 2024.
  • Hart & Patterson Financial Group bought 7,142 abrdn Bloomberg All Commodity Strategy K-1 Free ETF shares in Q4 2024, an estimated $144K.
  • abrdn Bloomberg All Commodity Strategy K-1 Free ETF made up 2.6% of Hart & Patterson Financial Group's portfolio in Q4 2024, its #12 holding.
  • Hart & Patterson Financial Group first reported a position in abrdn Bloomberg All Commodity Strategy K-1 Free ETF in Q4 2023 and has held it in 5 quarters since.
  • Hart & Patterson Financial Group's abrdn Bloomberg All Commodity Strategy K-1 Free ETF position peaked at $5.44M in Q1 2024.
  • 140 funds tracked by Wall St. Rank held abrdn Bloomberg All Commodity Strategy K-1 Free ETF as of Q4 2024.

Based on Hart & Patterson Financial Group's 13F filing for Q4 2024, filed 14 Jan 2025.