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Heritage Wealth Management (Arizona)’s United States Oil Fund USO Stock Holding History

Heritage Wealth Management (Arizona)’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
Q4 		$76.6K Buy
1,092
+546
+100% +$38.2K 0.01% 447
2022
Q3 		$36K Hold
546
– – 0.01% 451
2022
Q2 		$43.9K Buy
+546
New +$44.3K 0.01% 445

Other funds holding USO

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
SMFG
Sumitomo Mitsui Financial Group Tokyo, Japan $4.94B AUM 1.39% 1-Year Est. Return
JFG
Jefferies Financial Group New York $14.6B AUM 40.95% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

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

Heritage Wealth Management (Arizona) increased its United States Oil Fund (USO) stake by 100% in Q4 2022, buying an estimated $38.2K and bringing the position to 1,092 shares worth $76.6K. The position accounts for 0.01% of the portfolio, ranked #447.

Heritage Wealth Management (Arizona) first reported a position in USO in Q2 2022 and has held it in 3 quarters since. 200 funds tracked by Wall St. Rank hold USO as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 1,092 shares of United States Oil Fund worth $76.6K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 546 United States Oil Fund shares in Q4 2022, an estimated $38.2K.
  • United States Oil Fund made up 0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #447 holding.
  • Heritage Wealth Management (Arizona) first reported a position in United States Oil Fund in Q2 2022 and has held it in 3 quarters since.
  • 200 funds tracked by Wall St. Rank held United States Oil Fund as of Q4 2022.

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