OneDigital Investment Advisors’s United States Oil Fund USO Stock Holding History

OneDigital Investment Advisors’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
2022 Q4	–	Sell	-5,412	Closed	-$353K	–	858
2022 Q3	$353K	Buy	5,412 +32	+0.6%	+$2.34K	0.01%	554
2022 Q2	$432K	Sell	5,380 -2,470	-31%	-$200K	0.02%	461
2022 Q1	$582K	Buy	+7,850	New	+$528K	0.02%	400
2019 Q3	–	Sell	-100	Closed	-$10K	–	1126
2019 Q2	$10K	Hold	100	–	–	﹤0.01%	942
2019 Q1	$10K	Sell	100 -125	-56%	-$11.5K	﹤0.01%	881
2018 Q4	$17K	Buy	+225	New	+$22.6K	﹤0.01%	740
2018 Q3	–	Sell	-325	Closed	-$39K	–	1245
2018 Q2	$39K	Sell	325 -82	-20%	-$9K	0.01%	580
2018 Q1	$43K	Sell	407 -61	-13%	-$6.16K	0.01%	565
2017 Q4	$45K	Buy	468 +225	+93%	+$20K	0.01%	545
2017 Q3	$20K	Sell	243 -1	-0.4%	-$79	0.01%	645
2017 Q2	$36K	Buy	+244	New	+$19.5K	0.01%	565

Other funds holding USO

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

SMFG

Sumitomo Mitsui Financial Group Tokyo, Japan $4.94B AUM 1.39% 1-Year Est. Return

JFG

Jefferies Financial Group New York $14.6B AUM 40.95% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

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

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

OneDigital Investment Advisors's USO Position: Q4 2022 in Review

OneDigital Investment Advisors sold out of United States Oil Fund (USO) in Q4 2022, closing a stake of 5,412 shares — an estimated $353K sold.

OneDigital Investment Advisors first reported a position in USO in Q2 2017 and held it in 11 quarters. The position peaked at $582K in Q1 2022. 200 funds tracked by Wall St. Rank hold USO as of Q4 2022.

OneDigital Investment Advisors reported no remaining United States Oil Fund position as of Q4 2022 after selling out during the quarter.
OneDigital Investment Advisors sold 5,412 United States Oil Fund shares in Q4 2022, an estimated $353K.
OneDigital Investment Advisors first reported a position in United States Oil Fund in Q2 2017 and held it in 11 quarters.
OneDigital Investment Advisors's United States Oil Fund position peaked at $582K in Q1 2022.
200 funds tracked by Wall St. Rank held United States Oil Fund as of Q4 2022.

Based on OneDigital Investment Advisors's 13F filing for Q4 2022, filed 2 Feb 2023.