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Investment Research & Advisory Group’s Invesco DB Oil Fund DBO Stock Holding History

Investment Research & Advisory Group’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
2023
Q4 		– Sell
-30
Closed -$530 – 227
2023
Q3 		$530 Buy
+30
New +$488 ﹤0.01% 198

Other funds holding DBO

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
FNC
First National Corp Rockland, Massachusetts $527M AUM 12.33% 1-Year Est. Return
NFP
Narus Financial Partners Salt Lake City, Utah $382M AUM 30.09% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $33.9B AUM 25.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Investment Research & Advisory Group's DBO Position: Q4 2023 in Review

Investment Research & Advisory Group sold out of Invesco DB Oil Fund (DBO) in Q4 2023, closing a stake of 30 shares — an estimated $530 sold.

Investment Research & Advisory Group first reported a position in DBO in Q3 2023 and held it in 1 quarter. The position peaked at $530 in Q3 2023. 78 funds tracked by Wall St. Rank hold DBO as of Q4 2023.

  • Investment Research & Advisory Group reported no remaining Invesco DB Oil Fund position as of Q4 2023 after selling out during the quarter.
  • Investment Research & Advisory Group sold 30 Invesco DB Oil Fund shares in Q4 2023, an estimated $530.
  • Investment Research & Advisory Group first reported a position in Invesco DB Oil Fund in Q3 2023 and held it in 1 quarter.
  • Investment Research & Advisory Group's Invesco DB Oil Fund position peaked at $530 in Q3 2023.
  • 78 funds tracked by Wall St. Rank held Invesco DB Oil Fund as of Q4 2023.

Based on Investment Research & Advisory Group's 13F filing for Q4 2023, filed 18 Jan 2024.