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Meridian Wealth Partners’s Invesco DB Commodity Index Tracking Fund DBC Stock Holding History

Meridian Wealth Partners’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
2021
Q2 		– Sell
-177
Closed -$3K – 386
2021
Q1 		$3K Buy
+177
New +$2.87K ﹤0.01% 846

Other funds holding DBC

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
Man Group
Man Group London, United Kingdom $62.7B AUM 29.77% 1-Year Est. Return

Meridian Wealth Partners's DBC Position: Q2 2021 in Review

Meridian Wealth Partners sold out of Invesco DB Commodity Index Tracking Fund (DBC) in Q2 2021, closing a stake of 177 shares — an estimated $3K sold.

Meridian Wealth Partners first reported a position in DBC in Q1 2021 and held it in 1 quarter. The position peaked at $3K in Q1 2021. 219 funds tracked by Wall St. Rank hold DBC as of Q2 2021.

  • Meridian Wealth Partners reported no remaining Invesco DB Commodity Index Tracking Fund position as of Q2 2021 after selling out during the quarter.
  • Meridian Wealth Partners sold 177 Invesco DB Commodity Index Tracking Fund shares in Q2 2021, an estimated $3K.
  • Meridian Wealth Partners first reported a position in Invesco DB Commodity Index Tracking Fund in Q1 2021 and held it in 1 quarter.
  • Meridian Wealth Partners's Invesco DB Commodity Index Tracking Fund position peaked at $3K in Q1 2021.
  • 219 funds tracked by Wall St. Rank held Invesco DB Commodity Index Tracking Fund as of Q2 2021.

Based on Meridian Wealth Partners's 13F filing for Q2 2021, filed 12 Aug 2021.