Loring Wolcott & Coolidge Fiduciary Advisors’s Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF PDBC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
-553
Closed -$7.86K 656
2023
Q1
$7.86K Sell
553
-200
-27% -$2.87K ﹤0.01% 525
2022
Q4
$11.1K Hold
753
﹤0.01% 497
2022
Q3
$12K Hold
753
﹤0.01% 520
2022
Q2
$14K Buy
+753
New +$14.3K ﹤0.01% 529

Other funds holding PDBC

Loring Wolcott & Coolidge Fiduciary Advisors's PDBC Position: Q2 2023 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF (PDBC) in Q2 2023, closing a stake of 553 shares — an estimated $7.86K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in PDBC in Q2 2022 and held it in 4 quarters. The position peaked at $14K in Q2 2022. 394 funds tracked by Wall St. Rank hold PDBC as of Q2 2023.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF position as of Q2 2023 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 553 Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF shares in Q2 2023, an estimated $7.86K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF in Q2 2022 and held it in 4 quarters.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF position peaked at $14K in Q2 2022.
  • 394 funds tracked by Wall St. Rank held Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF as of Q2 2023.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.