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Joseph P. Lucia & Associates’s Invesco DB Oil Fund DBO Stock Holding History

Joseph P. Lucia & Associates’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
2020
Q3 		– Sell
-1,150
Closed -$8K – 161
2020
Q2 		$8K Hold
1,150
– – 0.01% 332
2020
Q1 		$7K Hold
1,150
– – 0.01% 313
2019
Q4 		$12K Hold
1,150
– – 0.01% 296
2019
Q3 		$11K Sell
1,150
-1,550
-57% -$15.2K 0.01% 303
2019
Q2 		$27K Sell
2,700
-26,648
-91% -$276K 0.03% 218
2019
Q1 		$2.7K Buy
+29,348
New +$293K 0.2% 73

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Citadel Advisors
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AWS
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Envestnet Asset Management
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AAS
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Osaic Holdings
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Joseph P. Lucia & Associates's DBO Position: Q3 2020 in Review

Joseph P. Lucia & Associates sold out of Invesco DB Oil Fund (DBO) in Q3 2020, closing a stake of 1,150 shares — an estimated $8K sold.

Joseph P. Lucia & Associates first reported a position in DBO in Q1 2019 and held it in 6 quarters. The position peaked at $27K in Q2 2019. 55 funds tracked by Wall St. Rank hold DBO as of Q3 2020.

  • Joseph P. Lucia & Associates reported no remaining Invesco DB Oil Fund position as of Q3 2020 after selling out during the quarter.
  • Joseph P. Lucia & Associates sold 1,150 Invesco DB Oil Fund shares in Q3 2020, an estimated $8K.
  • Joseph P. Lucia & Associates first reported a position in Invesco DB Oil Fund in Q1 2019 and held it in 6 quarters.
  • Joseph P. Lucia & Associates's Invesco DB Oil Fund position peaked at $27K in Q2 2019.
  • 55 funds tracked by Wall St. Rank held Invesco DB Oil Fund as of Q3 2020.

Based on Joseph P. Lucia & Associates's 13F filing for Q3 2020, filed 20 Oct 2020.