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Money Concepts Capital’s Invesco DB Agriculture Fund DBA Stock Holding History

Money Concepts Capital’s Portfolio DBA Stock Details DBA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-1,000
Closed -$20.1K – 1011
2022
Q4 		$20.1K Buy
+1,000
New +$20K ﹤0.01% 1674

Other funds holding DBA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PWAC
Private Wealth Advisors (California) Fresno, California $356M AUM 26.22% 1-Year Est. Return
WHAM
Windmill Hill Asset Management Waddesdon, United Kingdom $321M AUM 25.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
PP
Passaic Partners Newark, New Jersey $1.07B AUM 16.56% 1-Year Est. Return
CI
Cavalier Investments Alpharetta, Georgia $3.7B AUM 51.42% 1-Year Est. Return

Money Concepts Capital's DBA Position: Q1 2023 in Review

Money Concepts Capital sold out of Invesco DB Agriculture Fund (DBA) in Q1 2023, closing a stake of 1,000 shares — an estimated $20.1K sold.

Money Concepts Capital first reported a position in DBA in Q4 2022 and held it in 1 quarter. The position peaked at $20.1K in Q4 2022. 155 funds tracked by Wall St. Rank hold DBA as of Q1 2023.

  • Money Concepts Capital reported no remaining Invesco DB Agriculture Fund position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 1,000 Invesco DB Agriculture Fund shares in Q1 2023, an estimated $20.1K.
  • Money Concepts Capital first reported a position in Invesco DB Agriculture Fund in Q4 2022 and held it in 1 quarter.
  • Money Concepts Capital's Invesco DB Agriculture Fund position peaked at $20.1K in Q4 2022.
  • 155 funds tracked by Wall St. Rank held Invesco DB Agriculture Fund as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.