MWM
DBA icon

Maripau Wealth Management’s Invesco DB Agriculture Fund DBA Stock Holding History

Maripau Wealth Management’s Portfolio DBA Stock Details DBA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-22,409
Closed -$533K – 65
2024
Q2 		$533K Buy
+22,409
New +$557K 0.36% 64

Other funds holding DBA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Maripau Wealth Management's DBA Position: Q3 2024 in Review

Maripau Wealth Management sold out of Invesco DB Agriculture Fund (DBA) in Q3 2024, closing a stake of 22,409 shares — an estimated $533K sold.

Maripau Wealth Management first reported a position in DBA in Q2 2024 and held it in 1 quarter. The position peaked at $533K in Q2 2024. 144 funds tracked by Wall St. Rank hold DBA as of Q3 2024.

  • Maripau Wealth Management reported no remaining Invesco DB Agriculture Fund position as of Q3 2024 after selling out during the quarter.
  • Maripau Wealth Management sold 22,409 Invesco DB Agriculture Fund shares in Q3 2024, an estimated $533K.
  • Maripau Wealth Management first reported a position in Invesco DB Agriculture Fund in Q2 2024 and held it in 1 quarter.
  • Maripau Wealth Management's Invesco DB Agriculture Fund position peaked at $533K in Q2 2024.
  • 144 funds tracked by Wall St. Rank held Invesco DB Agriculture Fund as of Q3 2024.

Based on Maripau Wealth Management's 13F filing for Q3 2024, filed 21 Oct 2024.