HFS
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Heritage Financial Services’s iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 DJP Stock Holding History

Heritage Financial Services’s Portfolio DJP Stock Details DJP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-7,487
Closed -$228K – 106
2023
Q4 		$228K Buy
+7,487
New +$235K 0.04% 89

Other funds holding DJP

BBA
BLB&B Advisors Montgomeryville, Pennsylvania $2.42B AUM 22.12% 1-Year Est. Return
OPCM
Osborne Partners Capital Management San Francisco, California $1.89B AUM 16.21% 1-Year Est. Return
DCM
Dimension Capital Management Coral Gables, Florida $713M AUM 18.57% 1-Year Est. Return
HBT
Heartland Bank & Trust Bloomington, Illinois $442M AUM 28.29% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
C
Certuity North Palm Beach, Florida $1.52B AUM 37.29% 1-Year Est. Return
FA
Forefront Analytics West Conshohocken, Pennsylvania $110M AUM 18.54% 1-Year Est. Return
APW
Acima Private Wealth Richmond, Virginia $344M AUM 17.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Heritage Financial Services's DJP Position: Q1 2024 in Review

Heritage Financial Services sold out of iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 (DJP) in Q1 2024, closing a stake of 7,487 shares — an estimated $228K sold.

Heritage Financial Services first reported a position in DJP in Q4 2023 and held it in 1 quarter. The position peaked at $228K in Q4 2023. 128 funds tracked by Wall St. Rank hold DJP as of Q1 2024.

  • Heritage Financial Services reported no remaining iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 position as of Q1 2024 after selling out during the quarter.
  • Heritage Financial Services sold 7,487 iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 shares in Q1 2024, an estimated $228K.
  • Heritage Financial Services first reported a position in iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 in Q4 2023 and held it in 1 quarter.
  • Heritage Financial Services's iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 position peaked at $228K in Q4 2023.
  • 128 funds tracked by Wall St. Rank held iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 as of Q1 2024.

Based on Heritage Financial Services's 13F filing for Q1 2024, filed 14 May 2024.