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Maripau Wealth Management’s Invesco DB Base Metals Fund DBB Stock Holding History

Maripau Wealth Management’s Portfolio DBB Stock Details DBB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-31,662
Closed -$638K – 66
2024
Q2 		$638K Buy
+31,662
New +$640K 0.44% 55

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GC
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
G
GenTrust Miami, Florida $2.34B AUM 18.43% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LSAG
Lake Street Advisors Group Portsmouth, New Hampshire $2.17B AUM 16.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Maripau Wealth Management sold out of Invesco DB Base Metals Fund (DBB) in Q3 2024, closing a stake of 31,662 shares — an estimated $638K sold.

Maripau Wealth Management first reported a position in DBB in Q2 2024 and held it in 1 quarter. The position peaked at $638K in Q2 2024. 65 funds tracked by Wall St. Rank hold DBB as of Q3 2024.

  • Maripau Wealth Management reported no remaining Invesco DB Base Metals Fund position as of Q3 2024 after selling out during the quarter.
  • Maripau Wealth Management sold 31,662 Invesco DB Base Metals Fund shares in Q3 2024, an estimated $638K.
  • Maripau Wealth Management first reported a position in Invesco DB Base Metals Fund in Q2 2024 and held it in 1 quarter.
  • Maripau Wealth Management's Invesco DB Base Metals Fund position peaked at $638K in Q2 2024.
  • 65 funds tracked by Wall St. Rank held Invesco DB Base Metals Fund as of Q3 2024.

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