Joseph P. Lucia & Associates’s United States Oil Fund USO Stock Holding History

Joseph P. Lucia & Associates’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
2022 Q2	–	Sell	-25	Closed	-$2K	–	511
2022 Q1	$2K	Buy	+25	New	+$1.68K	﹤0.01%	410
2021 Q4	–	Sell	-25	Closed	-$1K	–	524
2021 Q3	$1K	Hold	25	–	–	﹤0.01%	562
2021 Q2	$1K	Hold	25	–	–	﹤0.01%	556
2021 Q1	$1K	Hold	25	–	–	﹤0.01%	551
2020 Q4	$1K	Buy	+25	New	+$741	﹤0.01%	472
2020 Q3	–	Sell	-87	Closed	-$2K	–	426
2020 Q2	$2K	Buy	+87	New	+$2.38K	﹤0.01%	447

Other funds holding USO

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

AIMCA

Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $16.7B AUM 23.27% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

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

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

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

Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return

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

SMFG

Sumitomo Mitsui Financial Group Tokyo, Japan $4.94B AUM 1.39% 1-Year Est. Return

Joseph P. Lucia & Associates's USO Position: Q2 2022 in Review

Joseph P. Lucia & Associates sold out of United States Oil Fund (USO) in Q2 2022, closing a stake of 25 shares — an estimated $2K sold.

Joseph P. Lucia & Associates first reported a position in USO in Q2 2020 and held it in 6 quarters. The position peaked at $2K in Q1 2022. 204 funds tracked by Wall St. Rank hold USO as of Q2 2022.

Joseph P. Lucia & Associates reported no remaining United States Oil Fund position as of Q2 2022 after selling out during the quarter.
Joseph P. Lucia & Associates sold 25 United States Oil Fund shares in Q2 2022, an estimated $2K.
Joseph P. Lucia & Associates first reported a position in United States Oil Fund in Q2 2020 and held it in 6 quarters.
Joseph P. Lucia & Associates's United States Oil Fund position peaked at $2K in Q1 2022.
204 funds tracked by Wall St. Rank held United States Oil Fund as of Q2 2022.

Based on Joseph P. Lucia & Associates's 13F filing for Q2 2022, filed 26 Jul 2022.