Laurel Wealth Advisors (North Carolina)’s Invesco DB Agriculture Fund DBA Stock Holding History

Laurel Wealth Advisors (North Carolina)’s Portfolio DBA Stock Details DBA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-119	Closed	-$2K	–	560
2022 Q2	$2K	Hold	119	–	–	﹤0.01%	525
2022 Q1	$3K	Hold	119	–	–	﹤0.01%	536
2021 Q4	$2K	Hold	119	–	–	﹤0.01%	577
2021 Q3	$2K	Hold	119	–	–	﹤0.01%	587
2021 Q2	$2K	Sell	119 -178	-60%	-$3.25K	﹤0.01%	664
2021 Q1	$5K	Buy	+297	New	+$4.99K	﹤0.01%	493

Other funds holding DBA

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

SMFG

Sumitomo Mitsui Financial Group Tokyo, Japan $5.27B AUM 2.94% 1-Year Est. Return

PWAC

Private Wealth Advisors (California) Fresno, California $391M AUM 26.98% 1-Year Est. Return

WHAM

Windmill Hill Asset Management Waddesdon, United Kingdom $448M AUM 23.99% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s DBA Position: Q3 2022 in Review

Laurel Wealth Advisors (North Carolina) sold out of Invesco DB Agriculture Fund (DBA) in Q3 2022, closing a stake of 119 shares — an estimated $2K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in DBA in Q1 2021 and held it in 6 quarters. The position peaked at $5K in Q1 2021. 184 funds tracked by Wall St. Rank hold DBA as of Q3 2022.

Laurel Wealth Advisors (North Carolina) reported no remaining Invesco DB Agriculture Fund position as of Q3 2022 after selling out during the quarter.
Laurel Wealth Advisors (North Carolina) sold 119 Invesco DB Agriculture Fund shares in Q3 2022, an estimated $2K.
Laurel Wealth Advisors (North Carolina) first reported a position in Invesco DB Agriculture Fund in Q1 2021 and held it in 6 quarters.
Laurel Wealth Advisors (North Carolina)'s Invesco DB Agriculture Fund position peaked at $5K in Q1 2021.
184 funds tracked by Wall St. Rank held Invesco DB Agriculture Fund as of Q3 2022.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q3 2022, filed 15 Nov 2022.