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PWA
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
Shares
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
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$1.02T AUM
30.18%
1-Year Est. Return
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$416B AUM
33.63%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
PWAC
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Fresno, California
$356M AUM
26.22%
1-Year Est. Return
LPL Financial
San Diego, California
$377B AUM
19.32%
1-Year Est. Return
Group One Trading
Chicago, Illinois
$52.2B AUM
104.56%
1-Year Est. Return
PP
Passaic Partners
Newark, New Jersey
$1.07B AUM
16.56%
1-Year Est. Return
HVM
Harvest Volatility Management
Norwalk, Connecticut
$4.39M AUM
13.08%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$432B AUM
30.22%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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