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Retirement Group’s Invesco DB Agriculture Fund DBA Stock Holding History

Retirement Group’s Portfolio DBA Stock Details DBA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-500
Closed -$10K – 698
2022
Q4 		$10K Hold
500
– – ﹤0.01% 352
2022
Q3 		$10K Hold
500
– – 0.01% 244
2022
Q2 		$10K Buy
+500
New +$11K ﹤0.01% 434

Other funds holding DBA

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
PWAC
Private Wealth Advisors (California) Fresno, California $391M AUM 26.98% 1-Year Est. Return
WHAM
Windmill Hill Asset Management Waddesdon, United Kingdom $448M AUM 23.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
PP
Passaic Partners Newark, New Jersey $1.36B AUM 18.52% 1-Year Est. Return
CI
Cavalier Investments Alpharetta, Georgia $2.41B AUM 38.24% 1-Year Est. Return

Retirement Group's DBA Position: Q1 2023 in Review

Retirement Group sold out of Invesco DB Agriculture Fund (DBA) in Q1 2023, closing a stake of 500 shares — an estimated $10K sold.

Retirement Group first reported a position in DBA in Q2 2022 and held it in 3 quarters. The position peaked at $10K in Q4 2022. 155 funds tracked by Wall St. Rank hold DBA as of Q1 2023.

  • Retirement Group reported no remaining Invesco DB Agriculture Fund position as of Q1 2023 after selling out during the quarter.
  • Retirement Group sold 500 Invesco DB Agriculture Fund shares in Q1 2023, an estimated $10K.
  • Retirement Group first reported a position in Invesco DB Agriculture Fund in Q2 2022 and held it in 3 quarters.
  • Retirement Group's Invesco DB Agriculture Fund position peaked at $10K in Q4 2022.
  • 155 funds tracked by Wall St. Rank held Invesco DB Agriculture Fund as of Q1 2023.

Based on Retirement Group's 13F filing for Q1 2023, filed 12 May 2023.