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LM Advisors’s iShares GSCI Commodity Dynamic Roll Strategy ETF COMT Stock Holding History

LM Advisors’s Portfolio COMT Stock Details COMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-150
Closed -$3.76K – 308
2023
Q4 		$3.76K Buy
+150
New +$4.11K ﹤0.01% 618

Other funds holding COMT

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EWA
Evolution Wealth Advisors Aventura, Florida $981M AUM 21.2% 1-Year Est. Return
PFM
Peak Financial Management Wellesley, Massachusetts $394M AUM 17.76% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

LM Advisors's COMT Position: Q1 2024 in Review

LM Advisors sold out of iShares GSCI Commodity Dynamic Roll Strategy ETF (COMT) in Q1 2024, closing a stake of 150 shares — an estimated $3.76K sold.

LM Advisors first reported a position in COMT in Q4 2023 and held it in 1 quarter. The position peaked at $3.76K in Q4 2023. 156 funds tracked by Wall St. Rank hold COMT as of Q1 2024.

  • LM Advisors reported no remaining iShares GSCI Commodity Dynamic Roll Strategy ETF position as of Q1 2024 after selling out during the quarter.
  • LM Advisors sold 150 iShares GSCI Commodity Dynamic Roll Strategy ETF shares in Q1 2024, an estimated $3.76K.
  • LM Advisors first reported a position in iShares GSCI Commodity Dynamic Roll Strategy ETF in Q4 2023 and held it in 1 quarter.
  • LM Advisors's iShares GSCI Commodity Dynamic Roll Strategy ETF position peaked at $3.76K in Q4 2023.
  • 156 funds tracked by Wall St. Rank held iShares GSCI Commodity Dynamic Roll Strategy ETF as of Q1 2024.

Based on LM Advisors's 13F filing for Q1 2024, filed 15 May 2024.