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Money Concepts Capital’s Invesco DB Oil Fund DBO Stock Holding History

Money Concepts Capital’s Portfolio DBO Stock Details DBO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-146
Closed -$2.21K – 1015
2022
Q4 		$2.21K Buy
+146
New +$2.32K ﹤0.01% 2647

Other funds holding DBO

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FTS
Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $33.9B AUM 25.88% 1-Year Est. Return

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

Money Concepts Capital sold out of Invesco DB Oil Fund (DBO) in Q1 2023, closing a stake of 146 shares — an estimated $2.21K sold.

Money Concepts Capital first reported a position in DBO in Q4 2022 and held it in 1 quarter. The position peaked at $2.21K in Q4 2022. 66 funds tracked by Wall St. Rank hold DBO as of Q1 2023.

  • Money Concepts Capital reported no remaining Invesco DB Oil Fund position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 146 Invesco DB Oil Fund shares in Q1 2023, an estimated $2.21K.
  • Money Concepts Capital first reported a position in Invesco DB Oil Fund in Q4 2022 and held it in 1 quarter.
  • Money Concepts Capital's Invesco DB Oil Fund position peaked at $2.21K in Q4 2022.
  • 66 funds tracked by Wall St. Rank held Invesco DB Oil Fund as of Q1 2023.

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