HCR Wealth Advisors’s United States Oil Fund USO Stock Holding History

HCR Wealth Advisors’s Portfolio USO Stock Details USO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-55,962	Closed	-$3.04M	–	206
2021 Q4	$3.04M	Hold	55,962	–	–	0.47%	46
2021 Q3	$2.94M	Hold	55,962	–	–	0.49%	46
2021 Q2	$2.79M	Sell	55,962 -1,250	-2%	-$56.4K	0.48%	44
2021 Q1	$2.32M	Buy	+57,212	New	+$2.24M	0.46%	47

Other funds holding USO

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return

HCR Wealth Advisors's USO Position: Q1 2022 in Review

HCR Wealth Advisors sold out of United States Oil Fund (USO) in Q1 2022, closing a stake of 55,962 shares — an estimated $3.04M sold.

HCR Wealth Advisors first reported a position in USO in Q1 2021 and held it in 4 quarters. The position peaked at $3.04M in Q4 2021. 203 funds tracked by Wall St. Rank hold USO as of Q1 2022.

HCR Wealth Advisors reported no remaining United States Oil Fund position as of Q1 2022 after selling out during the quarter.
HCR Wealth Advisors sold 55,962 United States Oil Fund shares in Q1 2022, an estimated $3.04M.
HCR Wealth Advisors first reported a position in United States Oil Fund in Q1 2021 and held it in 4 quarters.
HCR Wealth Advisors's United States Oil Fund position peaked at $3.04M in Q4 2021.
203 funds tracked by Wall St. Rank held United States Oil Fund as of Q1 2022.

Based on HCR Wealth Advisors's 13F filing for Q1 2022, filed 5 May 2022.