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Regent Peak Wealth Advisors’s United States Oil Fund USO Stock Holding History

Regent Peak Wealth Advisors’s Portfolio USO Stock Details USO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-57
Closed -$2K – 944
2020
Q4 		$2K Buy
+57
New +$1.69K ﹤0.01% 848

Other funds holding USO

CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Parallax Volatility Advisers
Parallax Volatility Advisers San Francisco, California $38.6B AUM 45.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SMFG
Sumitomo Mitsui Financial Group Tokyo, Japan $4.94B AUM 1.39% 1-Year Est. Return
HFM
Harvest Fund Management Beijing, China $2.35B AUM 49.85% 1-Year Est. Return
EFM
E Fund Management Guangzhou, China $3.37B AUM
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return

Regent Peak Wealth Advisors's USO Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of United States Oil Fund (USO) in Q1 2021, closing a stake of 57 shares — an estimated $2K sold.

Regent Peak Wealth Advisors first reported a position in USO in Q4 2020 and held it in 1 quarter. The position peaked at $2K in Q4 2020. 185 funds tracked by Wall St. Rank hold USO as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining United States Oil Fund position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 57 United States Oil Fund shares in Q1 2021, an estimated $2K.
  • Regent Peak Wealth Advisors first reported a position in United States Oil Fund in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's United States Oil Fund position peaked at $2K in Q4 2020.
  • 185 funds tracked by Wall St. Rank held United States Oil Fund as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.