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Insight Advisors’s Invesco DB Energy Fund DBE Stock Holding History

Insight Advisors’s Portfolio DBE Stock Details DBE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-10,008
Closed -$226K – 321
2022
Q3 		$226K Hold
10,008
– – 0.09% 252
2022
Q2 		$239K Sell
10,008
-9,757
-49% -$259K 0.08% 264
2022
Q1 		$456K Buy
+19,765
New +$408K 0.14% 187

Other funds holding DBE

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CIM
Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
DWA
Dorsey Wright & Associates Pasadena, California $807M AUM 65.46% 1-Year Est. Return
ACM
Anfield Capital Management Irvine, California $363M AUM 24.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PMAM
Picton Mahoney Asset Management Toronto, Ontario, Canada $13.5B AUM 50.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Insight Advisors's DBE Position: Q4 2022 in Review

Insight Advisors sold out of Invesco DB Energy Fund (DBE) in Q4 2022, closing a stake of 10,008 shares — an estimated $226K sold.

Insight Advisors first reported a position in DBE in Q1 2022 and held it in 3 quarters. The position peaked at $456K in Q1 2022. 59 funds tracked by Wall St. Rank hold DBE as of Q4 2022.

  • Insight Advisors reported no remaining Invesco DB Energy Fund position as of Q4 2022 after selling out during the quarter.
  • Insight Advisors sold 10,008 Invesco DB Energy Fund shares in Q4 2022, an estimated $226K.
  • Insight Advisors first reported a position in Invesco DB Energy Fund in Q1 2022 and held it in 3 quarters.
  • Insight Advisors's Invesco DB Energy Fund position peaked at $456K in Q1 2022.
  • 59 funds tracked by Wall St. Rank held Invesco DB Energy Fund as of Q4 2022.

Based on Insight Advisors's 13F filing for Q4 2022, filed 21 Feb 2023.