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LGT Financial Advisors’s United States Oil Fund USO Stock Holding History

LGT Financial Advisors’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
2024
Q1 		– Sell
-50
Closed -$3.33K – 861
2023
Q4 		$3.33K Hold
50
– – ﹤0.01% 702
2023
Q3 		$4.04K Buy
+50
New +$3.69K 0.01% 668

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FTUS
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Citigroup
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Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
SC
Savoie Capital Chicago, Illinois $805M AUM 19.48% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LGT Financial Advisors's USO Position: Q1 2024 in Review

LGT Financial Advisors sold out of United States Oil Fund (USO) in Q1 2024, closing a stake of 50 shares — an estimated $3.33K sold.

LGT Financial Advisors first reported a position in USO in Q3 2023 and held it in 2 quarters. The position peaked at $4.04K in Q3 2023. 180 funds tracked by Wall St. Rank hold USO as of Q1 2024.

  • LGT Financial Advisors reported no remaining United States Oil Fund position as of Q1 2024 after selling out during the quarter.
  • LGT Financial Advisors sold 50 United States Oil Fund shares in Q1 2024, an estimated $3.33K.
  • LGT Financial Advisors first reported a position in United States Oil Fund in Q3 2023 and held it in 2 quarters.
  • LGT Financial Advisors's United States Oil Fund position peaked at $4.04K in Q3 2023.
  • 180 funds tracked by Wall St. Rank held United States Oil Fund as of Q1 2024.

Based on LGT Financial Advisors's 13F filing for Q1 2024, filed 2 May 2024.