Laurel Wealth Advisors (California)’s United States Oil Fund USO Stock Holding History

Laurel Wealth Advisors (California)’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	-20,552	Closed	-$833K	–	512
2021 Q1	$833K	Sell	20,552 -23,828	-54%	-$934K	0.13%	179
2020 Q4	$1.47M	Buy	44,380 +275	+0.6%	+$8.15K	0.22%	114
2020 Q3	$1.25M	Sell	44,105 -205	-0.5%	-$6K	0.21%	118
2020 Q2	$1.24M	Buy	44,310 +30,823	+229%	+$843K	0.23%	110
2020 Q1	$454K	Buy	+13,487	New	+$1.04M	0.1%	213

Other funds holding USO

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

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 San Francisco, California $38.6B AUM 45.89% 1-Year Est. Return

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

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

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

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

Laurel Wealth Advisors (California)'s USO Position: Q2 2021 in Review

Laurel Wealth Advisors (California) sold out of United States Oil Fund (USO) in Q2 2021, closing a stake of 20,552 shares — an estimated $833K sold.

Laurel Wealth Advisors (California) first reported a position in USO in Q1 2020 and held it in 5 quarters. The position peaked at $1.47M in Q4 2020. 180 funds tracked by Wall St. Rank hold USO as of Q2 2021.

Laurel Wealth Advisors (California) reported no remaining United States Oil Fund position as of Q2 2021 after selling out during the quarter.
Laurel Wealth Advisors (California) sold 20,552 United States Oil Fund shares in Q2 2021, an estimated $833K.
Laurel Wealth Advisors (California) first reported a position in United States Oil Fund in Q1 2020 and held it in 5 quarters.
Laurel Wealth Advisors (California)'s United States Oil Fund position peaked at $1.47M in Q4 2020.
180 funds tracked by Wall St. Rank held United States Oil Fund as of Q2 2021.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q2 2021, filed 16 Aug 2021.