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Institutional & Family Asset Management’s Invesco DB Base Metals Fund DBB Stock Holding History

Institutional & Family Asset Management’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
2021
Q4 		– Sell
-120
Closed -$2K – 826
2021
Q3 		$2K Sell
120
-1,336
-92% -$27.5K ﹤0.01% 764
2021
Q2 		$29K Buy
+1,456
New +$29.3K ﹤0.01% 426

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
EWP
Engrave Wealth Partners The Woodlands, Texas $350M AUM 13.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return
OFW
Omnia Family Wealth Aventura, Florida $373M AUM 25.3% 1-Year Est. Return

Institutional & Family Asset Management's DBB Position: Q4 2021 in Review

Institutional & Family Asset Management sold out of Invesco DB Base Metals Fund (DBB) in Q4 2021, closing a stake of 120 shares — an estimated $2K sold.

Institutional & Family Asset Management first reported a position in DBB in Q2 2021 and held it in 2 quarters. The position peaked at $29K in Q2 2021. 78 funds tracked by Wall St. Rank hold DBB as of Q4 2021.

  • Institutional & Family Asset Management reported no remaining Invesco DB Base Metals Fund position as of Q4 2021 after selling out during the quarter.
  • Institutional & Family Asset Management sold 120 Invesco DB Base Metals Fund shares in Q4 2021, an estimated $2K.
  • Institutional & Family Asset Management first reported a position in Invesco DB Base Metals Fund in Q2 2021 and held it in 2 quarters.
  • Institutional & Family Asset Management's Invesco DB Base Metals Fund position peaked at $29K in Q2 2021.
  • 78 funds tracked by Wall St. Rank held Invesco DB Base Metals Fund as of Q4 2021.

Based on Institutional & Family Asset Management's 13F filing for Q4 2021, filed 14 Feb 2022.