JPLA
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Joseph P. Lucia & Associates’s iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 DJP Stock Holding History

Joseph P. Lucia & Associates’s Portfolio DJP Stock Details DJP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-1,885
Closed -$66K – 183
2022
Q2 		$66K Buy
1,885
+20
+1% +$773 0.05% 163
2022
Q1 		$69K Buy
+1,865
New +$62.6K 0.04% 173

Other funds holding DJP

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Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BBA
BLB&B Advisors Montgomeryville, Pennsylvania $2.42B AUM 22.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
OPCM
Osborne Partners Capital Management San Francisco, California $1.89B AUM 16.21% 1-Year Est. Return
DCM
Dimension Capital Management Coral Gables, Florida $713M AUM 18.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BPWM
Badgley Phelps Wealth Managers Seattle, Washington $5.02B AUM 21.87% 1-Year Est. Return
CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Joseph P. Lucia & Associates's DJP Position: Q3 2022 in Review

Joseph P. Lucia & Associates sold out of iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 (DJP) in Q3 2022, closing a stake of 1,885 shares — an estimated $66K sold.

Joseph P. Lucia & Associates first reported a position in DJP in Q1 2022 and held it in 2 quarters. The position peaked at $69K in Q1 2022. 144 funds tracked by Wall St. Rank hold DJP as of Q3 2022.

  • Joseph P. Lucia & Associates reported no remaining iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 position as of Q3 2022 after selling out during the quarter.
  • Joseph P. Lucia & Associates sold 1,885 iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 shares in Q3 2022, an estimated $66K.
  • Joseph P. Lucia & Associates first reported a position in iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 in Q1 2022 and held it in 2 quarters.
  • Joseph P. Lucia & Associates's iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 position peaked at $69K in Q1 2022.
  • 144 funds tracked by Wall St. Rank held iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 as of Q3 2022.

Based on Joseph P. Lucia & Associates's 13F filing for Q3 2022, filed 28 Oct 2022.