Patriot Financial Group Insurance Agency’s iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 DJP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-424	Closed	-$12K	–	2162
2021 Q2	$12K	Buy	+424	New	+$11K	﹤0.01%	1359
2019 Q1	–	Sell	-65	Closed	-$1K	–	1241
2018 Q4	$1K	Buy	+65	New	+$1.51K	﹤0.01%	886

Other funds holding DJP

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PCA

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State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

DCM

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

OPCM

Osborne Partners Capital Management San Francisco, California $1.8B AUM 22.23% 1-Year Est. Return

JCM

Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return

BBA

BLB&B Advisors Montgomeryville, Pennsylvania $2.73B AUM 25.76% 1-Year Est. Return

BPWM

Badgley Phelps Wealth Managers Seattle, Washington $5.71B AUM 30.33% 1-Year Est. Return

FFA

First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return

Patriot Financial Group Insurance Agency's DJP Position: Q3 2021 in Review

Patriot Financial Group Insurance Agency sold out of iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 (DJP) in Q3 2021, closing a stake of 424 shares — an estimated $12K sold.

Patriot Financial Group Insurance Agency first reported a position in DJP in Q4 2018 and held it in 2 quarters. The position peaked at $12K in Q2 2021. 129 funds tracked by Wall St. Rank hold DJP as of Q3 2021.

Patriot Financial Group Insurance Agency reported no remaining iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 position as of Q3 2021 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 424 iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 shares in Q3 2021, an estimated $12K.
Patriot Financial Group Insurance Agency first reported a position in iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 in Q4 2018 and held it in 2 quarters.
Patriot Financial Group Insurance Agency's iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 position peaked at $12K in Q2 2021.
129 funds tracked by Wall St. Rank held iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 as of Q3 2021.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2021, filed 24 Nov 2021.