Moloney Securities Asset Management’s Invesco DB Energy Fund DBE Stock Holding History

Moloney Securities Asset Management’s Portfolio DBE Stock Details DBE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-29,833	Closed	-$675K	–	412
2022 Q3	$675K	Sell	29,833 -332	-1%	-$8.2K	0.16%	170
2022 Q2	$789K	Sell	30,165 -2,906	-9%	-$77.1K	0.18%	148
2022 Q1	$763K	Buy	33,071 +1,923	+6%	+$39.7K	0.15%	180
2021 Q4	$532K	Buy	+31,148	New	+$543K	0.09%	234

Other funds holding DBE

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

CIM

Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return

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

IWM

IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return

DWA

Dorsey Wright & Associates Pasadena, California $807M AUM 65.46% 1-Year Est. Return

ACM

Anfield Capital Management Irvine, California $363M AUM 24.08% 1-Year Est. Return

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

PMAM

Picton Mahoney Asset Management Toronto, Ontario, Canada $13.5B AUM 50.48% 1-Year Est. Return

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

Moloney Securities Asset Management's DBE Position: Q4 2022 in Review

Moloney Securities Asset Management sold out of Invesco DB Energy Fund (DBE) in Q4 2022, closing a stake of 29,833 shares — an estimated $675K sold.

Moloney Securities Asset Management first reported a position in DBE in Q4 2021 and held it in 4 quarters. The position peaked at $789K in Q2 2022. 59 funds tracked by Wall St. Rank hold DBE as of Q4 2022.

Moloney Securities Asset Management reported no remaining Invesco DB Energy Fund position as of Q4 2022 after selling out during the quarter.
Moloney Securities Asset Management sold 29,833 Invesco DB Energy Fund shares in Q4 2022, an estimated $675K.
Moloney Securities Asset Management first reported a position in Invesco DB Energy Fund in Q4 2021 and held it in 4 quarters.
Moloney Securities Asset Management's Invesco DB Energy Fund position peaked at $789K in Q2 2022.
59 funds tracked by Wall St. Rank held Invesco DB Energy Fund as of Q4 2022.

Based on Moloney Securities Asset Management's 13F filing for Q4 2022, filed 30 Jan 2023.