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Prosperity Wealth Management’s Invesco DB Commodity Index Tracking Fund DBC Stock Holding History

Prosperity Wealth Management’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
2023
Q1 		– Sell
-10,287
Closed -$254K – 137
2022
Q4 		$254K Buy
+10,287
New +$258K 0.24% 89

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Deutsche Bank
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LMIM
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Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

Prosperity Wealth Management's DBC Position: Q1 2023 in Review

Prosperity Wealth Management sold out of Invesco DB Commodity Index Tracking Fund (DBC) in Q1 2023, closing a stake of 10,287 shares — an estimated $254K sold.

Prosperity Wealth Management first reported a position in DBC in Q4 2022 and held it in 1 quarter. The position peaked at $254K in Q4 2022. 247 funds tracked by Wall St. Rank hold DBC as of Q1 2023.

  • Prosperity Wealth Management reported no remaining Invesco DB Commodity Index Tracking Fund position as of Q1 2023 after selling out during the quarter.
  • Prosperity Wealth Management sold 10,287 Invesco DB Commodity Index Tracking Fund shares in Q1 2023, an estimated $254K.
  • Prosperity Wealth Management first reported a position in Invesco DB Commodity Index Tracking Fund in Q4 2022 and held it in 1 quarter.
  • Prosperity Wealth Management's Invesco DB Commodity Index Tracking Fund position peaked at $254K in Q4 2022.
  • 247 funds tracked by Wall St. Rank held Invesco DB Commodity Index Tracking Fund as of Q1 2023.

Based on Prosperity Wealth Management's 13F filing for Q1 2023, filed 12 Sep 2023.