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LWS Wealth Advisors’s US Commodity Index USCI Stock Holding History

LWS Wealth Advisors’s Portfolio USCI Stock Details USCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-11,439
Closed -$497K – 60
2021
Q4 		$497K Sell
11,439
-374
-3% -$16K 0.2% 39
2021
Q3 		$483K Sell
11,813
-696
-6% -$27.9K 0.21% 38
2021
Q2 		$505K Sell
12,509
-2,141
-15% -$84.2K 0.22% 38
2021
Q1 		$522K Sell
14,650
-521
-3% -$18.3K 0.24% 38
2020
Q4 		$496K Sell
15,171
-615
-4% -$18.9K 0.22% 39
2020
Q3 		$468K Sell
15,786
-382
-2% -$11.1K 0.23% 38
2020
Q2 		$430K Buy
16,168
+3,457
+27% +$90.5K 0.23% 39
2020
Q1 		$329K Buy
12,711
+304
+2% +$9.74K 0.21% 43
2019
Q4 		$458K Buy
+12,407
New +$448K 0.24% 40

Other funds holding USCI

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
PHS
Pekin Hardy Strauss Chicago, Illinois $957M AUM 44.61% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SBL
Sargent Bickham Lagudis Boulder, Colorado $1.22B AUM 14.94% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LWS Wealth Advisors's USCI Position: Q1 2022 in Review

LWS Wealth Advisors sold out of US Commodity Index (USCI) in Q1 2022, closing a stake of 11,439 shares — an estimated $497K sold.

LWS Wealth Advisors first reported a position in USCI in Q4 2019 and held it in 9 quarters. The position peaked at $522K in Q1 2021. 60 funds tracked by Wall St. Rank hold USCI as of Q1 2022.

  • LWS Wealth Advisors reported no remaining US Commodity Index position as of Q1 2022 after selling out during the quarter.
  • LWS Wealth Advisors sold 11,439 US Commodity Index shares in Q1 2022, an estimated $497K.
  • LWS Wealth Advisors first reported a position in US Commodity Index in Q4 2019 and held it in 9 quarters.
  • LWS Wealth Advisors's US Commodity Index position peaked at $522K in Q1 2021.
  • 60 funds tracked by Wall St. Rank held US Commodity Index as of Q1 2022.

Based on LWS Wealth Advisors's 13F filing for Q1 2022, filed 10 May 2022.