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MinichMacGregor Wealth Management’s United States Oil Fund USO Stock Holding History

MinichMacGregor Wealth Management’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
2023
Q1 		– Sell
-35
Closed -$2.45K – 618
2022
Q4 		$2.45K Buy
+35
New +$2.45K ﹤0.01% 551

Other funds holding USO

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SMFG
Sumitomo Mitsui Financial Group Tokyo, Japan $4.94B AUM 1.39% 1-Year Est. Return
WHGC
Wealth High Governance Capital Sao Paulo, Brazil $333M AUM 125.87% 1-Year Est. Return
Squarepoint
Squarepoint New York $85.1B AUM 20.93% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CRAM
Compass Rose Asset Management New York $1.33B AUM 2.38% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

MinichMacGregor Wealth Management's USO Position: Q1 2023 in Review

MinichMacGregor Wealth Management sold out of United States Oil Fund (USO) in Q1 2023, closing a stake of 35 shares — an estimated $2.45K sold.

MinichMacGregor Wealth Management first reported a position in USO in Q4 2022 and held it in 1 quarter. The position peaked at $2.45K in Q4 2022. 183 funds tracked by Wall St. Rank hold USO as of Q1 2023.

  • MinichMacGregor Wealth Management reported no remaining United States Oil Fund position as of Q1 2023 after selling out during the quarter.
  • MinichMacGregor Wealth Management sold 35 United States Oil Fund shares in Q1 2023, an estimated $2.45K.
  • MinichMacGregor Wealth Management first reported a position in United States Oil Fund in Q4 2022 and held it in 1 quarter.
  • MinichMacGregor Wealth Management's United States Oil Fund position peaked at $2.45K in Q4 2022.
  • 183 funds tracked by Wall St. Rank held United States Oil Fund as of Q1 2023.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2023, filed 19 Apr 2023.