HWMA
DBB icon

Heritage Wealth Management (Arizona)’s Invesco DB Base Metals Fund DBB Stock Holding History

Heritage Wealth Management (Arizona)’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
2022
Q4 		$147K Buy
7,544
+3,772
+100% +$72.3K 0.02% 366
2022
Q3 		$68K Buy
+3,772
New +$71.8K 0.02% 363

Other funds holding DBB

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PI
PineBridge Investments New York $11.9B AUM 23.42% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PWAC
Private Wealth Advisors (California) Fresno, California $356M AUM 26.22% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s DBB Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its Invesco DB Base Metals Fund (DBB) stake by 100% in Q4 2022, buying an estimated $72.3K and bringing the position to 7,544 shares worth $147K. The position accounts for 0.02% of the portfolio, ranked #366.

Heritage Wealth Management (Arizona) first reported a position in DBB in Q3 2022 and has held it in 2 quarters since. 71 funds tracked by Wall St. Rank hold DBB as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 7,544 shares of Invesco DB Base Metals Fund worth $147K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 3,772 Invesco DB Base Metals Fund shares in Q4 2022, an estimated $72.3K.
  • Invesco DB Base Metals Fund made up 0.02% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #366 holding.
  • Heritage Wealth Management (Arizona) first reported a position in Invesco DB Base Metals Fund in Q3 2022 and has held it in 2 quarters since.
  • 71 funds tracked by Wall St. Rank held Invesco DB Base Metals Fund as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.