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Patriot Financial Group Insurance Agency’s Invesco DB Commodity Index Tracking Fund DBC Stock Holding History

Patriot Financial Group Insurance Agency’s Portfolio DBC Stock Details DBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-4,764
Closed -$70K – 1991
2020
Q4 		$70K Hold
4,764
– – 0.02% 587
2020
Q3 		$62K Buy
+4,764
New +$62.1K 0.02% 489

Other funds holding DBC

Bank of America
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Man Group
Man Group London, United Kingdom $55.1B AUM 24.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Patriot Financial Group Insurance Agency's DBC Position: Q1 2021 in Review

Patriot Financial Group Insurance Agency sold out of Invesco DB Commodity Index Tracking Fund (DBC) in Q1 2021, closing a stake of 4,764 shares — an estimated $70K sold.

Patriot Financial Group Insurance Agency first reported a position in DBC in Q3 2020 and held it in 2 quarters. The position peaked at $70K in Q4 2020. 209 funds tracked by Wall St. Rank hold DBC as of Q1 2021.

  • Patriot Financial Group Insurance Agency reported no remaining Invesco DB Commodity Index Tracking Fund position as of Q1 2021 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 4,764 Invesco DB Commodity Index Tracking Fund shares in Q1 2021, an estimated $70K.
  • Patriot Financial Group Insurance Agency first reported a position in Invesco DB Commodity Index Tracking Fund in Q3 2020 and held it in 2 quarters.
  • Patriot Financial Group Insurance Agency's Invesco DB Commodity Index Tracking Fund position peaked at $70K in Q4 2020.
  • 209 funds tracked by Wall St. Rank held Invesco DB Commodity Index Tracking Fund as of Q1 2021.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q1 2021, filed 29 Apr 2021.