McClarren Financial Advisors’s Invesco DB Commodity Index Tracking Fund DBC Stock Holding History

McClarren Financial Advisors’s Portfolio DBC Stock Details DBC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-23	Closed	-$9K	–	253
2024 Q2	$9K	Sell	23 -384	-94%	-$8.98K	0.01%	248
2024 Q1	$10K	Sell	407 -296	-42%	-$6.58K	0.01%	240
2023 Q4	$16K	Buy	703 +33	+5%	+$788	0.01%	248
2023 Q3	$16K	Hold	670	–	–	0.01%	235
2023 Q2	$15K	Hold	670	–	–	0.01%	240
2023 Q1	$15K	Hold	670	–	–	0.01%	228
2022 Q4	$16K	Buy	670 +3	+0.4%	+$75	0.02%	224
2022 Q3	$15K	Buy	+667	New	+$16.9K	0.02%	214

Other funds holding DBC

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LMIM

Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return

HighVista Strategies Boston, Massachusetts $362M AUM 230.96% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

McClarren Financial Advisors's DBC Position: Q3 2024 in Review

McClarren Financial Advisors sold out of Invesco DB Commodity Index Tracking Fund (DBC) in Q3 2024, closing a stake of 23 shares — an estimated $9K sold.

McClarren Financial Advisors first reported a position in DBC in Q3 2022 and held it in 8 quarters. The position peaked at $16K in Q4 2023. 202 funds tracked by Wall St. Rank hold DBC as of Q3 2024.

McClarren Financial Advisors reported no remaining Invesco DB Commodity Index Tracking Fund position as of Q3 2024 after selling out during the quarter.
McClarren Financial Advisors sold 23 Invesco DB Commodity Index Tracking Fund shares in Q3 2024, an estimated $9K.
McClarren Financial Advisors first reported a position in Invesco DB Commodity Index Tracking Fund in Q3 2022 and held it in 8 quarters.
McClarren Financial Advisors's Invesco DB Commodity Index Tracking Fund position peaked at $16K in Q4 2023.
202 funds tracked by Wall St. Rank held Invesco DB Commodity Index Tracking Fund as of Q3 2024.

Based on McClarren Financial Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.