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Independent Advisor Alliance’s United States Oil Fund USO Stock Holding History

Independent Advisor Alliance’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
2021
Q3 		– Sell
-9,000
Closed -$449K – 671
2021
Q2 		$449K Hold
9,000
– – 0.02% 415
2021
Q1 		$365K Buy
+9,000
New +$353K 0.02% 441
2017
Q2 		– Sell
-3,404
Closed -$291K – 392
2017
Q1 		$291K Buy
+3,404
New +$302K 0.05% 309

Other funds holding USO

CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Parallax Volatility Advisers
Parallax Volatility Advisers San Francisco, California $38.6B AUM 45.89% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

Independent Advisor Alliance's USO Position: Q3 2021 in Review

Independent Advisor Alliance sold out of United States Oil Fund (USO) in Q3 2021, closing a stake of 9,000 shares — an estimated $449K sold.

Independent Advisor Alliance first reported a position in USO in Q1 2017 and held it in 3 quarters. The position peaked at $449K in Q2 2021. 176 funds tracked by Wall St. Rank hold USO as of Q3 2021.

  • Independent Advisor Alliance reported no remaining United States Oil Fund position as of Q3 2021 after selling out during the quarter.
  • Independent Advisor Alliance sold 9,000 United States Oil Fund shares in Q3 2021, an estimated $449K.
  • Independent Advisor Alliance first reported a position in United States Oil Fund in Q1 2017 and held it in 3 quarters.
  • Independent Advisor Alliance's United States Oil Fund position peaked at $449K in Q2 2021.
  • 176 funds tracked by Wall St. Rank held United States Oil Fund as of Q3 2021.

Based on Independent Advisor Alliance's 13F filing for Q3 2021, filed 1 Nov 2021.