Ironwood Financial’s United States Oil Fund USO Stock Holding History

Ironwood Financial’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
2021 Q4	–	Sell	-113	Closed	-$6K	–	517
2021 Q3	$6K	Hold	113	–	–	﹤0.01%	429
2021 Q2	$6K	Hold	113	–	–	﹤0.01%	424
2021 Q1	$5K	Sell	113 -34	-23%	-$1.33K	﹤0.01%	422
2020 Q4	$5K	Sell	147 -47	-24%	-$1.39K	﹤0.01%	385
2020 Q3	$5K	Hold	194	–	–	﹤0.01%	338
2020 Q2	$5K	Sell	194 -2	-1%	-$55	﹤0.01%	319
2020 Q1	$7K	Hold	196	–	–	﹤0.01%	247
2019 Q4	$20K	Hold	196	–	–	0.01%	206
2019 Q3	$18K	Hold	196	–	–	0.01%	214
2019 Q2	$19K	Hold	196	–	–	0.01%	212
2019 Q1	$20K	Hold	196	–	–	0.01%	198
2018 Q4	$15K	Sell	196 -65	-25%	-$6.54K	0.01%	212
2018 Q3	$32K	Buy	261 +65	+33%	+$7.51K	0.02%	150
2018 Q2	$24K	Hold	196	–	–	0.01%	141
2018 Q1	$21K	Hold	196	–	–	0.02%	136
2017 Q4	$19K	Hold	196	–	–	0.01%	146
2017 Q3	$16K	Sell	196 -46	-19%	-$3.62K	0.01%	156
2017 Q2	$18K	Hold	242	–	–	0.01%	147
2017 Q1	$21K	Hold	242	–	–	0.01%	134
2016 Q4	$23K	Sell	242 -53	-18%	-$4.68K	0.02%	124
2016 Q3	$26K	Hold	295	–	–	0.02%	119
2016 Q2	$27K	Hold	295	–	–	0.02%	119
2016 Q1	$23K	Buy	+295	New	+$22K	0.02%	126
2015 Q3	$35K	Buy	296 +28	+10%	+$3.44K	0.02%	133
2015 Q2	$42K	Hold	268	–	–	0.02%	121
2015 Q1	$36K	Buy	268 +233	+666%	+$33.5K	0.02%	129
2014 Q4	$6K	Buy	+35	New	+$7.76K	﹤0.01%	206

Other funds holding USO

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Squarepoint New York $85.1B AUM 20.93% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

Ironwood Financial's USO Position: Q4 2021 in Review

Ironwood Financial sold out of United States Oil Fund (USO) in Q4 2021, closing a stake of 113 shares — an estimated $6K sold.

Ironwood Financial first reported a position in USO in Q4 2014 and held it in 27 quarters. The position peaked at $42K in Q2 2015. 196 funds tracked by Wall St. Rank hold USO as of Q4 2021.

Ironwood Financial reported no remaining United States Oil Fund position as of Q4 2021 after selling out during the quarter.
Ironwood Financial sold 113 United States Oil Fund shares in Q4 2021, an estimated $6K.
Ironwood Financial first reported a position in United States Oil Fund in Q4 2014 and held it in 27 quarters.
Ironwood Financial's United States Oil Fund position peaked at $42K in Q2 2015.
196 funds tracked by Wall St. Rank held United States Oil Fund as of Q4 2021.

Based on Ironwood Financial's 13F filing for Q4 2021, filed 28 Jan 2022.