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Laurel Wealth Advisors (California)’s Invesco DB Oil Fund DBO Stock Holding History

Laurel Wealth Advisors (California)’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
-47,500
Closed -$332K – 393
2020
Q2 		$332K Sell
47,500
-58,000
-55% -$362K 0.06% 275
2020
Q1 		$647K Buy
+105,500
New +$898K 0.15% 167

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Asset Management One
Asset Management One Tokyo, Japan $33.9B AUM 25.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
AWS
AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Laurel Wealth Advisors (California)'s DBO Position: Q3 2020 in Review

Laurel Wealth Advisors (California) sold out of Invesco DB Oil Fund (DBO) in Q3 2020, closing a stake of 47,500 shares — an estimated $332K sold.

Laurel Wealth Advisors (California) first reported a position in DBO in Q1 2020 and held it in 2 quarters. The position peaked at $647K in Q1 2020. 55 funds tracked by Wall St. Rank hold DBO as of Q3 2020.

  • Laurel Wealth Advisors (California) reported no remaining Invesco DB Oil Fund position as of Q3 2020 after selling out during the quarter.
  • Laurel Wealth Advisors (California) sold 47,500 Invesco DB Oil Fund shares in Q3 2020, an estimated $332K.
  • Laurel Wealth Advisors (California) first reported a position in Invesco DB Oil Fund in Q1 2020 and held it in 2 quarters.
  • Laurel Wealth Advisors (California)'s Invesco DB Oil Fund position peaked at $647K in Q1 2020.
  • 55 funds tracked by Wall St. Rank held Invesco DB Oil Fund as of Q3 2020.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q3 2020, filed 13 Nov 2020.