Retirement Group’s United States Oil Fund USO Stock Holding History

Retirement Group’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
2024 Q1	$24.6K	Hold	312	–	–	0.01%	330
2023 Q4	$20.8K	Hold	312	–	–	0.01%	335
2023 Q3	$25.2K	Hold	312	–	–	0.01%	284
2023 Q2	$19.8K	Hold	312	–	–	0.01%	318
2023 Q1	$21K	Hold	312	–	–	0.01%	299
2022 Q4	$22K	Buy	+312	New	+$21.8K	0.01%	262
2022 Q3	–	Sell	-312	Closed	-$25K	–	797
2022 Q2	$25K	Hold	312	–	–	0.01%	284
2022 Q1	$23K	Hold	312	–	–	0.01%	320
2021 Q4	$17K	Hold	312	–	–	0.01%	362
2021 Q3	$16K	Hold	312	–	–	0.01%	337
2021 Q2	$16K	Sell	312 -550	-64%	-$24.8K	0.01%	358
2021 Q1	$35K	Sell	862 -412	-32%	-$16.2K	0.02%	318
2020 Q4	$42K	Sell	1,274 -2,250	-64%	-$66.7K	0.02%	281
2020 Q3	$100K	Hold	3,524	–	–	0.06%	180
2020 Q2	$99K	Buy	+3,524	New	+$96.4K	0.06%	168
2019 Q4	$13K	Buy	+125	New	+$11.9K	0.01%	370

Other funds holding USO

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

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

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Savoie Capital Chicago, Illinois $805M AUM 19.48% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Retirement Group's USO Position: Q1 2024 in Review

Retirement Group held its United States Oil Fund (USO) position steady in Q1 2024 at 312 shares worth $24.6K. The position accounts for 0.01% of the portfolio, ranked #330.

Retirement Group first reported a position in USO in Q4 2019 and has held it in 16 quarters since. The position peaked at $100K in Q3 2020. 180 funds tracked by Wall St. Rank hold USO as of Q1 2024.

Retirement Group held 312 shares of United States Oil Fund worth $24.6K as of Q1 2024.
Retirement Group left its United States Oil Fund share count unchanged in Q1 2024.
United States Oil Fund made up 0.01% of Retirement Group's portfolio in Q1 2024, its #330 holding.
Retirement Group first reported a position in United States Oil Fund in Q4 2019 and has held it in 16 quarters since.
Retirement Group's United States Oil Fund position peaked at $100K in Q3 2020.
180 funds tracked by Wall St. Rank held United States Oil Fund as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.