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Liberty Wealth Management’s Invesco DB Base Metals Fund DBB Stock Holding History

Liberty Wealth Management’s Portfolio DBB Stock Details DBB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-100
Closed -$2K – 969
2020
Q3 		$2K Hold
100
– – ﹤0.01% 755
2020
Q2 		$1K Hold
100
– – ﹤0.01% 772
2020
Q1 		$1K Hold
100
– – ﹤0.01% 781
2019
Q4 		$1K Hold
100
– – ﹤0.01% 812
2019
Q3 		$1K Hold
100
– – ﹤0.01% 781
2019
Q2 		$2K Hold
100
– – ﹤0.01% 753
2019
Q1 		$1K Hold
100
– – ﹤0.01% 663
2018
Q4 		$1K Buy
+100
New +$1.63K ﹤0.01% 702

Other funds holding DBB

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
MFM
MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PWAC
Private Wealth Advisors (California) Fresno, California $356M AUM 26.22% 1-Year Est. Return
CIM
Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PMAM
Picton Mahoney Asset Management Toronto, Ontario, Canada $13.5B AUM 50.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

Liberty Wealth Management's DBB Position: Q4 2020 in Review

Liberty Wealth Management sold out of Invesco DB Base Metals Fund (DBB) in Q4 2020, closing a stake of 100 shares — an estimated $2K sold.

Liberty Wealth Management first reported a position in DBB in Q4 2018 and held it in 8 quarters. The position peaked at $2K in Q3 2020. 45 funds tracked by Wall St. Rank hold DBB as of Q4 2020.

  • Liberty Wealth Management reported no remaining Invesco DB Base Metals Fund position as of Q4 2020 after selling out during the quarter.
  • Liberty Wealth Management sold 100 Invesco DB Base Metals Fund shares in Q4 2020, an estimated $2K.
  • Liberty Wealth Management first reported a position in Invesco DB Base Metals Fund in Q4 2018 and held it in 8 quarters.
  • Liberty Wealth Management's Invesco DB Base Metals Fund position peaked at $2K in Q3 2020.
  • 45 funds tracked by Wall St. Rank held Invesco DB Base Metals Fund as of Q4 2020.

Based on Liberty Wealth Management's 13F filing for Q4 2020, filed 9 Feb 2021.