Patriot Financial Group Insurance Agency’s Invesco DB Base Metals Fund DBB Stock Holding History

Patriot Financial Group Insurance Agency’s Portfolio DBB Stock Details DBB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-59	Closed	-$1K	–	747
2022 Q2	$1K	Buy	+59	New	+$1.37K	﹤0.01%	1877
2019 Q3	–	Sell	-21	Closed	-$1K	–	1330
2019 Q2	$1K	Hold	21	–	–	﹤0.01%	1212
2019 Q1	$0	Buy	+21	New	+$341	﹤0.01%	1239

Other funds holding DBB

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

PineBridge Investments New York $11.9B AUM 23.42% 1-Year Est. Return

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

PWAC

Private Wealth Advisors (California) Fresno, California $356M AUM 26.22% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

GenTrust Miami, Florida $2.34B AUM 18.43% 1-Year Est. Return

Patriot Financial Group Insurance Agency's DBB Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Invesco DB Base Metals Fund (DBB) in Q3 2022, closing a stake of 59 shares — an estimated $1K sold.

Patriot Financial Group Insurance Agency first reported a position in DBB in Q1 2019 and held it in 3 quarters. The position peaked at $1K in Q2 2022. 74 funds tracked by Wall St. Rank hold DBB as of Q3 2022.

Patriot Financial Group Insurance Agency reported no remaining Invesco DB Base Metals Fund position as of Q3 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 59 Invesco DB Base Metals Fund shares in Q3 2022, an estimated $1K.
Patriot Financial Group Insurance Agency first reported a position in Invesco DB Base Metals Fund in Q1 2019 and held it in 3 quarters.
Patriot Financial Group Insurance Agency's Invesco DB Base Metals Fund position peaked at $1K in Q2 2022.
74 funds tracked by Wall St. Rank held Invesco DB Base Metals Fund as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.