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Professional Financial Advisors’s Invesco DB Precious Metals Fund DBP Stock Holding History

Professional Financial Advisors’s Portfolio DBP Stock Details DBP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-122
Closed -$5K – 158
2022
Q3 		$5K Hold
122
– – ﹤0.01% 359
2022
Q2 		$6K Hold
122
– – ﹤0.01% 348
2022
Q1 		$6K Hold
122
– – ﹤0.01% 359
2021
Q4 		$6K Hold
122
– – ﹤0.01% 357
2021
Q3 		$6K Hold
122
– – ﹤0.01% 303
2021
Q2 		$6K Hold
122
– – ﹤0.01% 310
2021
Q1 		$6K Hold
122
– – ﹤0.01% 275
2020
Q4 		$6K Hold
122
– – ﹤0.01% 276
2020
Q3 		$6K Buy
+122
New +$6.46K 0.01% 250

Other funds holding DBP

TYCC
Texas Yale Capital Corp St. Petersburg, Florida $3.52B AUM 52.63% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GCA
Genesee Capital Advisors Auburn, New York $239M AUM 20.45% 1-Year Est. Return
CAS
Coppell Advisory Solutions Coppell, Texas $170M AUM 13.42% 1-Year Est. Return
CASC
Coppell Advisory Solutions Corp Coppell, Texas $531M AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Professional Financial Advisors's DBP Position: Q4 2022 in Review

Professional Financial Advisors sold out of Invesco DB Precious Metals Fund (DBP) in Q4 2022, closing a stake of 122 shares — an estimated $5K sold.

Professional Financial Advisors first reported a position in DBP in Q3 2020 and held it in 9 quarters. The position peaked at $6K in Q2 2022. 39 funds tracked by Wall St. Rank hold DBP as of Q4 2022.

  • Professional Financial Advisors reported no remaining Invesco DB Precious Metals Fund position as of Q4 2022 after selling out during the quarter.
  • Professional Financial Advisors sold 122 Invesco DB Precious Metals Fund shares in Q4 2022, an estimated $5K.
  • Professional Financial Advisors first reported a position in Invesco DB Precious Metals Fund in Q3 2020 and held it in 9 quarters.
  • Professional Financial Advisors's Invesco DB Precious Metals Fund position peaked at $6K in Q2 2022.
  • 39 funds tracked by Wall St. Rank held Invesco DB Precious Metals Fund as of Q4 2022.

Based on Professional Financial Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.