JWS
USO icon

Juncture Wealth Strategies’s United States Oil Fund USO Stock Holding History

Juncture Wealth Strategies’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
Q2 		– Sell
-45,314
Closed -$1.87M – 123
2021
Q1 		$1.87M Buy
+45,314
New +$1.78M 1.17% 21

Other funds holding USO

CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SMFG
Sumitomo Mitsui Financial Group Tokyo, Japan $4.94B AUM 1.39% 1-Year Est. Return
Parallax Volatility Advisers
Parallax Volatility Advisers San Francisco, California $38.6B AUM 45.89% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
HFM
Harvest Fund Management Beijing, China $2.35B AUM 49.85% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Juncture Wealth Strategies's USO Position: Q2 2021 in Review

Juncture Wealth Strategies sold out of United States Oil Fund (USO) in Q2 2021, closing a stake of 45,314 shares — an estimated $1.87M sold.

Juncture Wealth Strategies first reported a position in USO in Q1 2021 and held it in 1 quarter. The position peaked at $1.87M in Q1 2021. 180 funds tracked by Wall St. Rank hold USO as of Q2 2021.

  • Juncture Wealth Strategies reported no remaining United States Oil Fund position as of Q2 2021 after selling out during the quarter.
  • Juncture Wealth Strategies sold 45,314 United States Oil Fund shares in Q2 2021, an estimated $1.87M.
  • Juncture Wealth Strategies first reported a position in United States Oil Fund in Q1 2021 and held it in 1 quarter.
  • Juncture Wealth Strategies's United States Oil Fund position peaked at $1.87M in Q1 2021.
  • 180 funds tracked by Wall St. Rank held United States Oil Fund as of Q2 2021.

Based on Juncture Wealth Strategies's 13F filing for Q2 2021, filed 13 Aug 2021.