Northwestern Mutual Wealth Management’s Invesco DB US Dollar Index Bearish Fund UDN Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio UDN Stock Details UDN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-182	Closed	-$4K	–	3403
2021 Q4	$4K	Buy	+182	New	+$3.71K	﹤0.01%	2859
2019 Q3	–	Sell	-100	Closed	-$2K	–	2690
2019 Q2	$2K	Buy	+100	New	+$2.07K	﹤0.01%	2352
2019 Q1	–	Sell	-100	Closed	-$2K	–	2703
2018 Q4	$2K	Buy	+100	New	+$2.12K	﹤0.01%	2224
2014 Q2	–	Sell	-7	Closed	–	–	1389
2014 Q1	$0	Hold	7	–	–	﹤0.01%	1460
2013 Q4	$0	Buy	+7	New	+$189	﹤0.01%	1565

Other funds holding UDN

APA

American Portfolios Advisors Holbrook, New York $2.36B AUM 14.59% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SignatureFD Atlanta, Georgia $6.53B AUM 20.48% 1-Year Est. Return

Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return

Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

CCB

Cutter & Co Brokerage Ballwin, Missouri $423M AUM 15.02% 1-Year Est. Return

CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

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

Northwestern Mutual Wealth Management's UDN Position: Q1 2022 in Review

Northwestern Mutual Wealth Management sold out of Invesco DB US Dollar Index Bearish Fund (UDN) in Q1 2022, closing a stake of 182 shares — an estimated $4K sold.

Northwestern Mutual Wealth Management first reported a position in UDN in Q4 2013 and held it in 5 quarters. The position peaked at $4K in Q4 2021. 15 funds tracked by Wall St. Rank hold UDN as of Q1 2022.

Northwestern Mutual Wealth Management reported no remaining Invesco DB US Dollar Index Bearish Fund position as of Q1 2022 after selling out during the quarter.
Northwestern Mutual Wealth Management sold 182 Invesco DB US Dollar Index Bearish Fund shares in Q1 2022, an estimated $4K.
Northwestern Mutual Wealth Management first reported a position in Invesco DB US Dollar Index Bearish Fund in Q4 2013 and held it in 5 quarters.
Northwestern Mutual Wealth Management's Invesco DB US Dollar Index Bearish Fund position peaked at $4K in Q4 2021.
15 funds tracked by Wall St. Rank held Invesco DB US Dollar Index Bearish Fund as of Q1 2022.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2022, filed 9 May 2022.