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Ritter Daniher Financial Advisory’s United States Oil Fund USO Stock Holding History

Ritter Daniher Financial Advisory’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
2022
Q4 		– Sell
-11
Closed -$1K – 308
2022
Q3 		$1K Hold
11
– – ﹤0.01% 243
2022
Q2 		$1K Buy
+11
New +$892 ﹤0.01% 241
2021
Q1 		– Sell
-25
Closed -$1K – 202
2020
Q4 		$1K Buy
+25
New +$741 ﹤0.01% 184

Other funds holding USO

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
SMFG
Sumitomo Mitsui Financial Group Tokyo, Japan $4.94B AUM 1.39% 1-Year Est. Return
JFG
Jefferies Financial Group New York $14.6B AUM 40.95% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Ritter Daniher Financial Advisory's USO Position: Q4 2022 in Review

Ritter Daniher Financial Advisory sold out of United States Oil Fund (USO) in Q4 2022, closing a stake of 11 shares — an estimated $1K sold.

Ritter Daniher Financial Advisory first reported a position in USO in Q4 2020 and held it in 3 quarters. The position peaked at $1K in Q3 2022. 200 funds tracked by Wall St. Rank hold USO as of Q4 2022.

  • Ritter Daniher Financial Advisory reported no remaining United States Oil Fund position as of Q4 2022 after selling out during the quarter.
  • Ritter Daniher Financial Advisory sold 11 United States Oil Fund shares in Q4 2022, an estimated $1K.
  • Ritter Daniher Financial Advisory first reported a position in United States Oil Fund in Q4 2020 and held it in 3 quarters.
  • Ritter Daniher Financial Advisory's United States Oil Fund position peaked at $1K in Q3 2022.
  • 200 funds tracked by Wall St. Rank held United States Oil Fund as of Q4 2022.

Based on Ritter Daniher Financial Advisory's 13F filing for Q4 2022, filed 10 Feb 2023.