RWB
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RMR Wealth Builders’s Invesco DB Agriculture Fund DBA Stock Holding History

RMR Wealth Builders’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
2020
Q4 		– Sell
-37,000
Closed -$545K – 520
2020
Q3 		$545K Buy
+37,000
New +$526K 0.14% 113

Other funds holding DBA

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
CM
Caption Management Oklahoma City, Oklahoma $21.5B AUM 81.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
BCM
Bluefin Capital Management New York $399M AUM 24.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

RMR Wealth Builders's DBA Position: Q4 2020 in Review

RMR Wealth Builders sold out of Invesco DB Agriculture Fund (DBA) in Q4 2020, closing a stake of 37,000 shares — an estimated $545K sold.

RMR Wealth Builders first reported a position in DBA in Q3 2020 and held it in 1 quarter. The position peaked at $545K in Q3 2020. 101 funds tracked by Wall St. Rank hold DBA as of Q4 2020.

  • RMR Wealth Builders reported no remaining Invesco DB Agriculture Fund position as of Q4 2020 after selling out during the quarter.
  • RMR Wealth Builders sold 37,000 Invesco DB Agriculture Fund shares in Q4 2020, an estimated $545K.
  • RMR Wealth Builders first reported a position in Invesco DB Agriculture Fund in Q3 2020 and held it in 1 quarter.
  • RMR Wealth Builders's Invesco DB Agriculture Fund position peaked at $545K in Q3 2020.
  • 101 funds tracked by Wall St. Rank held Invesco DB Agriculture Fund as of Q4 2020.

Based on RMR Wealth Builders's 13F filing for Q4 2020, filed 9 Feb 2021.