Jim Simons’s Credit Suisse AG Credit Suisse X-Links Crude Oil Shares Covered Call ETN USOI Stock Holding History

Jim Simons’s Portfolio USOI Stock Details USOI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-11,000	Closed	-$766K	–	4105
2023 Q4	$766K	Sell	11,000 -7,200	-40%	-$549K	﹤0.01%	2566
2023 Q3	$1.53M	Buy	18,200 +10,800	+146%	+$866K	﹤0.01%	2025
2023 Q2	$547K	Buy	+7,400	New	+$565K	﹤0.01%	2830

Other funds holding USOI

AWA

Acorn Wealth Advisors Grand Blanc, Michigan $410M AUM 21.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

BAM

Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return

AWS

Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

PMFA

Plante Moran Financial Advisors Southfield, Michigan $2.15B AUM 22.82% 1-Year Est. Return

TAM

Tucker Asset Management Littleton, Colorado $343M AUM 17.55% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Jim Simons's USOI Position: Q1 2024 in Review

Jim Simons sold out of Credit Suisse AG Credit Suisse X-Links Crude Oil Shares Covered Call ETN (USOI) in Q1 2024, closing a stake of 11,000 shares — an estimated $766K sold.

Jim Simons first reported a position in USOI in Q2 2023 and held it in 3 quarters. The position peaked at $1.53M in Q3 2023. 20 funds tracked by Wall St. Rank hold USOI as of Q1 2024.

Jim Simons reported no remaining Credit Suisse AG Credit Suisse X-Links Crude Oil Shares Covered Call ETN position as of Q1 2024 after selling out during the quarter.
Jim Simons sold 11,000 Credit Suisse AG Credit Suisse X-Links Crude Oil Shares Covered Call ETN shares in Q1 2024, an estimated $766K.
Jim Simons first reported a position in Credit Suisse AG Credit Suisse X-Links Crude Oil Shares Covered Call ETN in Q2 2023 and held it in 3 quarters.
Jim Simons's Credit Suisse AG Credit Suisse X-Links Crude Oil Shares Covered Call ETN position peaked at $1.53M in Q3 2023.
20 funds tracked by Wall St. Rank held Credit Suisse AG Credit Suisse X-Links Crude Oil Shares Covered Call ETN as of Q1 2024.

Based on Renaissance Technologies's 13F filing for Q1 2024, filed 13 May 2024.