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Martel Wealth Advisors’s United States Oil Fund USO Stock Holding History

Martel Wealth Advisors’s Portfolio USO Stock Details USO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-1,408
Closed -$47.4K – 42
2020
Q1 		$47.4K Buy
+1,408
New +$108K 0.02% 40

Other funds holding USO

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HFM
Harvest Fund Management Beijing, China $2.35B AUM 49.85% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Parallax Volatility Advisers
Parallax Volatility Advisers San Francisco, California $38.6B AUM 45.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

Martel Wealth Advisors's USO Position: Q2 2020 in Review

Martel Wealth Advisors sold out of United States Oil Fund (USO) in Q2 2020, closing a stake of 1,408 shares — an estimated $47.4K sold.

Martel Wealth Advisors first reported a position in USO in Q1 2020 and held it in 1 quarter. The position peaked at $47.4K in Q1 2020. 202 funds tracked by Wall St. Rank hold USO as of Q2 2020.

  • Martel Wealth Advisors reported no remaining United States Oil Fund position as of Q2 2020 after selling out during the quarter.
  • Martel Wealth Advisors sold 1,408 United States Oil Fund shares in Q2 2020, an estimated $47.4K.
  • Martel Wealth Advisors first reported a position in United States Oil Fund in Q1 2020 and held it in 1 quarter.
  • Martel Wealth Advisors's United States Oil Fund position peaked at $47.4K in Q1 2020.
  • 202 funds tracked by Wall St. Rank held United States Oil Fund as of Q2 2020.

Based on Martel Wealth Advisors's 13F filing for Q2 2020, filed 18 Oct 2024.