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Robertson Stephens Wealth Management’s Invesco DB Oil Fund DBO Stock Holding History

Robertson Stephens Wealth Management’s Portfolio DBO Stock Details DBO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-16,325
Closed -$221K – 390
2021
Q4 		$221K Buy
+16,325
New +$230K 0.02% 369

Other funds holding DBO

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
FNC
First National Corp Rockland, Massachusetts $527M AUM 12.33% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return
EFM
E Fund Management Guangzhou, China $3.37B AUM
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
DWA
Dorsey Wright & Associates Pasadena, California $807M AUM 65.46% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Robertson Stephens Wealth Management's DBO Position: Q1 2022 in Review

Robertson Stephens Wealth Management sold out of Invesco DB Oil Fund (DBO) in Q1 2022, closing a stake of 16,325 shares — an estimated $221K sold.

Robertson Stephens Wealth Management first reported a position in DBO in Q4 2021 and held it in 1 quarter. The position peaked at $221K in Q4 2021. 86 funds tracked by Wall St. Rank hold DBO as of Q1 2022.

  • Robertson Stephens Wealth Management reported no remaining Invesco DB Oil Fund position as of Q1 2022 after selling out during the quarter.
  • Robertson Stephens Wealth Management sold 16,325 Invesco DB Oil Fund shares in Q1 2022, an estimated $221K.
  • Robertson Stephens Wealth Management first reported a position in Invesco DB Oil Fund in Q4 2021 and held it in 1 quarter.
  • Robertson Stephens Wealth Management's Invesco DB Oil Fund position peaked at $221K in Q4 2021.
  • 86 funds tracked by Wall St. Rank held Invesco DB Oil Fund as of Q1 2022.

Based on Robertson Stephens Wealth Management's 13F filing for Q1 2022, filed 16 May 2022.