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LM Advisors’s Invesco DB Commodity Index Tracking Fund DBC Stock Holding History

LM Advisors’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
Q1 		– Sell
-743
Closed -$16.4K – 329
2023
Q4 		$16.4K Buy
+743
New +$17.8K ﹤0.01% 461

Other funds holding DBC

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LM Advisors's DBC Position: Q1 2024 in Review

LM Advisors sold out of Invesco DB Commodity Index Tracking Fund (DBC) in Q1 2024, closing a stake of 743 shares — an estimated $16.4K sold.

LM Advisors first reported a position in DBC in Q4 2023 and held it in 1 quarter. The position peaked at $16.4K in Q4 2023. 220 funds tracked by Wall St. Rank hold DBC as of Q1 2024.

  • LM Advisors reported no remaining Invesco DB Commodity Index Tracking Fund position as of Q1 2024 after selling out during the quarter.
  • LM Advisors sold 743 Invesco DB Commodity Index Tracking Fund shares in Q1 2024, an estimated $16.4K.
  • LM Advisors first reported a position in Invesco DB Commodity Index Tracking Fund in Q4 2023 and held it in 1 quarter.
  • LM Advisors's Invesco DB Commodity Index Tracking Fund position peaked at $16.4K in Q4 2023.
  • 220 funds tracked by Wall St. Rank held Invesco DB Commodity Index Tracking Fund as of Q1 2024.

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