RegentAtlantic Capital’s United States Oil Fund USO Stock Holding History

RegentAtlantic Capital’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 Q4	–	Sell	-5,678	Closed	-$298K	–	701
2021 Q3	$298K	Buy	+5,678	New	+$278K	0.01%	559

Other funds holding USO

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Squarepoint New York $85.1B AUM 20.93% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

RegentAtlantic Capital's USO Position: Q4 2021 in Review

RegentAtlantic Capital sold out of United States Oil Fund (USO) in Q4 2021, closing a stake of 5,678 shares — an estimated $298K sold.

RegentAtlantic Capital first reported a position in USO in Q3 2021 and held it in 1 quarter. The position peaked at $298K in Q3 2021. 196 funds tracked by Wall St. Rank hold USO as of Q4 2021.

RegentAtlantic Capital reported no remaining United States Oil Fund position as of Q4 2021 after selling out during the quarter.
RegentAtlantic Capital sold 5,678 United States Oil Fund shares in Q4 2021, an estimated $298K.
RegentAtlantic Capital first reported a position in United States Oil Fund in Q3 2021 and held it in 1 quarter.
RegentAtlantic Capital's United States Oil Fund position peaked at $298K in Q3 2021.
196 funds tracked by Wall St. Rank held United States Oil Fund as of Q4 2021.

Based on RegentAtlantic Capital's 13F filing for Q4 2021, filed 27 Jan 2022.