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Investment Research & Advisory Group’s United States Oil Fund USO Stock Holding History

Investment Research & Advisory Group’s Portfolio USO Stock Details USO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-500
Closed -$40.4K – 235
2023
Q3 		$40.4K Buy
+500
New +$36.9K 0.02% 102

Other funds holding USO

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $71.6B AUM 29.66% 1-Year Est. Return

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

Investment Research & Advisory Group sold out of United States Oil Fund (USO) in Q4 2023, closing a stake of 500 shares — an estimated $40.4K sold.

Investment Research & Advisory Group first reported a position in USO in Q3 2023 and held it in 1 quarter. The position peaked at $40.4K in Q3 2023. 188 funds tracked by Wall St. Rank hold USO as of Q4 2023.

  • Investment Research & Advisory Group reported no remaining United States Oil Fund position as of Q4 2023 after selling out during the quarter.
  • Investment Research & Advisory Group sold 500 United States Oil Fund shares in Q4 2023, an estimated $40.4K.
  • Investment Research & Advisory Group first reported a position in United States Oil Fund in Q3 2023 and held it in 1 quarter.
  • Investment Research & Advisory Group's United States Oil Fund position peaked at $40.4K in Q3 2023.
  • 188 funds tracked by Wall St. Rank held United States Oil Fund as of Q4 2023.

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