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Laurel Wealth Advisors (North Carolina)’s Invesco DB Commodity Index Tracking Fund DBC Stock Holding History

Laurel Wealth Advisors (North Carolina)’s Portfolio DBC Stock Details DBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-1,175
Closed -$27K – 658
2024
Q1 		$27K Hold
1,175
– – ﹤0.01% 357
2023
Q4 		$25.9K Hold
1,175
– – 0.01% 339
2023
Q3 		$29.3K Hold
1,175
– – 0.01% 326
2023
Q2 		$26.7K Hold
1,175
– – 0.01% 342
2023
Q1 		$27.9K Buy
+1,175
New +$28.1K 0.01% 335
2022
Q3 		– Sell
-124
Closed -$3K – 559
2022
Q2 		$3K Hold
124
– – ﹤0.01% 493
2022
Q1 		$3K Hold
124
– – ﹤0.01% 535
2021
Q4 		$3K Hold
124
– – ﹤0.01% 530
2021
Q3 		$2K Hold
124
– – ﹤0.01% 586
2021
Q2 		$2K Sell
124
-182
-59% -$3.32K ﹤0.01% 663
2021
Q1 		$5K Buy
+306
New +$4.96K ﹤0.01% 492

Other funds holding DBC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return
HS
HighVista Strategies Boston, Massachusetts $362M AUM 230.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return