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Interactive Financial Advisors’s Invesco DB Commodity Index Tracking Fund DBC Stock Holding History

Interactive Financial Advisors’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
2023
Q1 		– Sell
-1,392
Closed -$34.3K – 93
2022
Q4 		$34.3K Hold
1,392
– – 0.02% 133
2022
Q3 		$33K Hold
1,392
– – 0.02% 134
2022
Q2 		$37K Sell
1,392
-3,840
-73% -$108K 0.02% 115
2022
Q1 		$136K Buy
+5,232
New +$124K 0.06% 98
2021
Q4 		– Sell
-1,683
Closed -$34K – 169
2021
Q3 		$34K Sell
1,683
-989
-37% -$19K 0.01% 133
2021
Q2 		$51K Sell
2,672
-3,634
-58% -$66.4K 0.02% 124
2021
Q1 		$105K Buy
6,306
+1,968
+45% +$31.9K 0.04% 103
2020
Q4 		$64K Sell
4,338
-1,652
-28% -$22.6K 0.03% 103
2020
Q3 		$78K Sell
5,990
-2,731
-31% -$35.6K 0.04% 92
2020
Q2 		$107K Buy
+8,721
New +$101K 0.05% 83
2020
Q1 		– Sell
-4,720
Closed -$75K – 113
2019
Q4 		$75K Buy
+4,720
New +$73.3K 0.03% 103
2018
Q4 		– Sell
-6,468
Closed -$116K – 108
2018
Q3 		$116K Sell
6,468
-1,366
-17% -$23.5K 0.06% 74
2018
Q2 		$139K Buy
7,834
+2,579
+49% +$45.4K 0.07% 73
2018
Q1 		$89K Buy
5,255
+1,463
+39% +$24.5K 0.04% 74
2017
Q4 		$63K Sell
3,792
-1,364
-26% -$21.8K 0.03% 85
2017
Q3 		$79K Buy
+5,156
New +$76.7K 0.04% 74
2017
Q2 		– Sell
-6,816
Closed -$104K – 103
2017
Q1 		$104K Buy
6,816
+829
+14% +$12.9K 0.05% 69
2016
Q4 		$95K Buy
+5,987
New +$91.1K 0.05% 71
2015
Q2 		– Sell
-1,449
Closed -$25K – 103
2015
Q1 		$25K Buy
+1,449
New +$25.5K 0.01% 86

Other funds holding DBC

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
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
LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.53B AUM 37.62% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

Interactive Financial Advisors's DBC Position: Q1 2023 in Review

Interactive Financial Advisors sold out of Invesco DB Commodity Index Tracking Fund (DBC) in Q1 2023, closing a stake of 1,392 shares — an estimated $34.3K sold.

Interactive Financial Advisors first reported a position in DBC in Q1 2015 and held it in 19 quarters. The position peaked at $139K in Q2 2018. 246 funds tracked by Wall St. Rank hold DBC as of Q1 2023.

  • Interactive Financial Advisors reported no remaining Invesco DB Commodity Index Tracking Fund position as of Q1 2023 after selling out during the quarter.
  • Interactive Financial Advisors sold 1,392 Invesco DB Commodity Index Tracking Fund shares in Q1 2023, an estimated $34.3K.
  • Interactive Financial Advisors first reported a position in Invesco DB Commodity Index Tracking Fund in Q1 2015 and held it in 19 quarters.
  • Interactive Financial Advisors's Invesco DB Commodity Index Tracking Fund position peaked at $139K in Q2 2018.
  • 246 funds tracked by Wall St. Rank held Invesco DB Commodity Index Tracking Fund as of Q1 2023.

Based on Interactive Financial Advisors's 13F filing for Q1 2023, filed 27 Apr 2023.