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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q3
Sell
-9,301
Closed -$261K 174
2020
Q2
$261K Buy
9,301
+5,551
+148% +$152K 0.12% 134
2020
Q1
$126K Buy
+3,750
New +$289K 0.07% 137

Other funds holding USO

Meridian Wealth Advisors's USO Position: Q3 2020 in Review

Meridian Wealth Advisors sold out of United States Oil Fund (USO) in Q3 2020, closing a stake of 9,301 shares — an estimated $261K sold.

Meridian Wealth Advisors first reported a position in USO in Q1 2020 and held it in 2 quarters. The position peaked at $261K in Q2 2020. 180 funds tracked by Wall St. Rank hold USO as of Q3 2020.

  • Meridian Wealth Advisors reported no remaining United States Oil Fund position as of Q3 2020 after selling out during the quarter.
  • Meridian Wealth Advisors sold 9,301 United States Oil Fund shares in Q3 2020, an estimated $261K.
  • Meridian Wealth Advisors first reported a position in United States Oil Fund in Q1 2020 and held it in 2 quarters.
  • Meridian Wealth Advisors's United States Oil Fund position peaked at $261K in Q2 2020.
  • 180 funds tracked by Wall St. Rank held United States Oil Fund as of Q3 2020.

Based on Meridian Wealth Advisors's 13F filing for Q3 2020, filed 16 Nov 2020.