IDA
DBC icon

Intelligence Driven Advisers’s Invesco DB Commodity Index Tracking Fund DBC Stock Holding History

Intelligence Driven Advisers’s Portfolio DBC Stock Details DBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-16,230
Closed -$361K – 109
2024
Q3 		$361K Hold
16,230
– – 0.05% 74
2024
Q2 		$377K Buy
+16,230
New +$379K 0.05% 73
2019
Q1 		– Sell
-16,105
Closed -$233K – 95
2018
Q4 		$233K Buy
+16,105
New +$264K 0.15% 87

Other funds holding DBC

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HS
HighVista Strategies Boston, Massachusetts $439M AUM 289.78% 1-Year Est. Return
LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.53B AUM 37.62% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
PWM
Palumbo Wealth Management Great Neck, New York $478M AUM 50.95% 1-Year Est. Return

Intelligence Driven Advisers's DBC Position: Q4 2024 in Review

Intelligence Driven Advisers sold out of Invesco DB Commodity Index Tracking Fund (DBC) in Q4 2024, closing a stake of 16,230 shares — an estimated $361K sold.

Intelligence Driven Advisers first reported a position in DBC in Q4 2018 and held it in 3 quarters. The position peaked at $377K in Q2 2024. 213 funds tracked by Wall St. Rank hold DBC as of Q4 2024.

  • Intelligence Driven Advisers reported no remaining Invesco DB Commodity Index Tracking Fund position as of Q4 2024 after selling out during the quarter.
  • Intelligence Driven Advisers sold 16,230 Invesco DB Commodity Index Tracking Fund shares in Q4 2024, an estimated $361K.
  • Intelligence Driven Advisers first reported a position in Invesco DB Commodity Index Tracking Fund in Q4 2018 and held it in 3 quarters.
  • Intelligence Driven Advisers's Invesco DB Commodity Index Tracking Fund position peaked at $377K in Q2 2024.
  • 213 funds tracked by Wall St. Rank held Invesco DB Commodity Index Tracking Fund as of Q4 2024.

Based on Intelligence Driven Advisers's 13F filing for Q4 2024, filed 30 Jan 2025.