Insight 2811 Inc’s Invesco DB Oil Fund DBO Stock Holding History

Insight 2811 Inc’s Portfolio DBO Stock Details DBO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-17,853	Closed	-$326K	–	84
2022 Q2	$326K	Sell	17,853 -8,413	-32%	-$158K	0.21%	56
2022 Q1	$455K	Buy	+26,266	New	+$417K	0.27%	46
2021 Q4	–	Sell	-11,180	Closed	-$153K	–	83
2021 Q3	$153K	Sell	11,180 -19,780	-64%	-$251K	0.09%	76
2021 Q2	$399K	Buy	30,960 +5,119	+20%	+$60.1K	0.22%	49
2021 Q1	$272K	Buy	25,841 +10,900	+73%	+$110K	0.16%	59
2020 Q4	$126K	Buy	+14,941	New	+$113K	0.07%	76

Other funds holding DBO

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

EFM

E Fund Management Guangzhou, China $3.37B AUM

FTS

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

NFP

Narus Financial Partners Salt Lake City, Utah $382M AUM 30.09% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Asset Management One Tokyo, Japan $33.9B AUM 25.88% 1-Year Est. Return

Insight 2811 Inc's DBO Position: Q3 2022 in Review

Insight 2811 Inc sold out of Invesco DB Oil Fund (DBO) in Q3 2022, closing a stake of 17,853 shares — an estimated $326K sold.

Insight 2811 Inc first reported a position in DBO in Q4 2020 and held it in 6 quarters. The position peaked at $455K in Q1 2022. 77 funds tracked by Wall St. Rank hold DBO as of Q3 2022.

Insight 2811 Inc reported no remaining Invesco DB Oil Fund position as of Q3 2022 after selling out during the quarter.
Insight 2811 Inc sold 17,853 Invesco DB Oil Fund shares in Q3 2022, an estimated $326K.
Insight 2811 Inc first reported a position in Invesco DB Oil Fund in Q4 2020 and held it in 6 quarters.
Insight 2811 Inc's Invesco DB Oil Fund position peaked at $455K in Q1 2022.
77 funds tracked by Wall St. Rank held Invesco DB Oil Fund as of Q3 2022.

Based on Insight 2811 Inc's 13F filing for Q3 2022, filed 14 Nov 2022.