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Liberty Wealth Management’s abrdn Bloomberg All Commodity Strategy K-1 Free ETF BCI Stock Holding History

Liberty Wealth Management’s Portfolio BCI Stock Details BCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-801
Closed -$18.4K – 160
2021
Q4 		$18.4K Sell
801
-901
-53% -$24.8K 0.8% 20
2021
Q3 		$48K Buy
+1,702
New +$45.3K 0.02% 432

Other funds holding BCI

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
MA
MCF Advisors Covington, Kentucky $2.28B AUM 14.87% 1-Year Est. Return

Liberty Wealth Management's BCI Position: Q1 2022 in Review

Liberty Wealth Management sold out of abrdn Bloomberg All Commodity Strategy K-1 Free ETF (BCI) in Q1 2022, closing a stake of 801 shares — an estimated $18.4K sold.

Liberty Wealth Management first reported a position in BCI in Q3 2021 and held it in 2 quarters. The position peaked at $48K in Q3 2021. 111 funds tracked by Wall St. Rank hold BCI as of Q1 2022.

  • Liberty Wealth Management reported no remaining abrdn Bloomberg All Commodity Strategy K-1 Free ETF position as of Q1 2022 after selling out during the quarter.
  • Liberty Wealth Management sold 801 abrdn Bloomberg All Commodity Strategy K-1 Free ETF shares in Q1 2022, an estimated $18.4K.
  • Liberty Wealth Management first reported a position in abrdn Bloomberg All Commodity Strategy K-1 Free ETF in Q3 2021 and held it in 2 quarters.
  • Liberty Wealth Management's abrdn Bloomberg All Commodity Strategy K-1 Free ETF position peaked at $48K in Q3 2021.
  • 111 funds tracked by Wall St. Rank held abrdn Bloomberg All Commodity Strategy K-1 Free ETF as of Q1 2022.

Based on Liberty Wealth Management's 13F filing for Q1 2022, filed 9 May 2022.