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Phoenix Wealth Advisors’s Invesco DB Agriculture Fund DBA Stock Holding History

Phoenix Wealth Advisors’s Portfolio DBA Stock Details DBA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-217
Closed -$4K – 167
2021
Q3 		$4K Sell
217
-44
-17% -$826 ﹤0.01% 339
2021
Q2 		$5K Hold
261
– – ﹤0.01% 323
2021
Q1 		$4K Buy
261
+131
+101% +$2.2K ﹤0.01% 327
2020
Q4 		$2K Buy
+130
New +$1.97K ﹤0.01% 326

Other funds holding DBA

Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PWAC
Private Wealth Advisors (California) Fresno, California $391M AUM 26.98% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $71.1B AUM 128.96% 1-Year Est. Return
PP
Passaic Partners Newark, New Jersey $1.36B AUM 18.52% 1-Year Est. Return
HVM
Harvest Volatility Management Norwalk, Connecticut $4.39M AUM 13.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Phoenix Wealth Advisors's DBA Position: Q4 2021 in Review

Phoenix Wealth Advisors sold out of Invesco DB Agriculture Fund (DBA) in Q4 2021, closing a stake of 217 shares — an estimated $4K sold.

Phoenix Wealth Advisors first reported a position in DBA in Q4 2020 and held it in 4 quarters. The position peaked at $5K in Q2 2021. 139 funds tracked by Wall St. Rank hold DBA as of Q4 2021.

  • Phoenix Wealth Advisors reported no remaining Invesco DB Agriculture Fund position as of Q4 2021 after selling out during the quarter.
  • Phoenix Wealth Advisors sold 217 Invesco DB Agriculture Fund shares in Q4 2021, an estimated $4K.
  • Phoenix Wealth Advisors first reported a position in Invesco DB Agriculture Fund in Q4 2020 and held it in 4 quarters.
  • Phoenix Wealth Advisors's Invesco DB Agriculture Fund position peaked at $5K in Q2 2021.
  • 139 funds tracked by Wall St. Rank held Invesco DB Agriculture Fund as of Q4 2021.

Based on Phoenix Wealth Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.