MW
USO icon

Milestone Wealth’s United States Oil Fund USO Stock Holding History

Milestone Wealth’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
2022
Q2 		– Sell
-1,142
Closed -$62K – 248
2022
Q1 		$62K Hold
1,142
– – 0.05% 114
2021
Q4 		$62K Buy
+1,142
New +$62.1K 0.05% 114

Other funds holding USO

CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
AIMCA
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 27.56% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $71.1B AUM 128.96% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

Milestone Wealth's USO Position: Q2 2022 in Review

Milestone Wealth sold out of United States Oil Fund (USO) in Q2 2022, closing a stake of 1,142 shares — an estimated $62K sold.

Milestone Wealth first reported a position in USO in Q4 2021 and held it in 2 quarters. The position peaked at $62K in Q1 2022. 203 funds tracked by Wall St. Rank hold USO as of Q2 2022.

  • Milestone Wealth reported no remaining United States Oil Fund position as of Q2 2022 after selling out during the quarter.
  • Milestone Wealth sold 1,142 United States Oil Fund shares in Q2 2022, an estimated $62K.
  • Milestone Wealth first reported a position in United States Oil Fund in Q4 2021 and held it in 2 quarters.
  • Milestone Wealth's United States Oil Fund position peaked at $62K in Q1 2022.
  • 203 funds tracked by Wall St. Rank held United States Oil Fund as of Q2 2022.

Based on Milestone Wealth's 13F filing for Q2 2022, filed 12 Aug 2022.