Rockefeller Capital Management
COM icon

Rockefeller Capital Management’s Direxion Auspice Broad Commodity Strategy ETF COM Stock Holding History

Rockefeller Capital Management’s Portfolio COM Stock Details COM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-7,430
Closed -$219K – 1546
2023
Q2 		$219K Buy
7,430
+134
+2% +$4.13K ﹤0.01% 1619
2023
Q1 		$223K Hold
7,296
– – ﹤0.01% 1757
2022
Q4 		$214K Buy
+7,296
New +$218K ﹤0.01% 1635

Other funds holding COM

P
Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
WI
WBI Investments Red Bank, New Jersey $403M AUM 42.23% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
PPW
Pasadena Private Wealth Pasadena, California $786M AUM 19.96% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
FSA
Financial Services Advisory Rockville, Maryland $399M AUM 27.93% 1-Year Est. Return

Rockefeller Capital Management's COM Position: Q3 2023 in Review

Rockefeller Capital Management sold out of Direxion Auspice Broad Commodity Strategy ETF (COM) in Q3 2023, closing a stake of 7,430 shares — an estimated $219K sold.

Rockefeller Capital Management first reported a position in COM in Q4 2022 and held it in 3 quarters. The position peaked at $223K in Q1 2023. 63 funds tracked by Wall St. Rank hold COM as of Q3 2023.

  • Rockefeller Capital Management reported no remaining Direxion Auspice Broad Commodity Strategy ETF position as of Q3 2023 after selling out during the quarter.
  • Rockefeller Capital Management sold 7,430 Direxion Auspice Broad Commodity Strategy ETF shares in Q3 2023, an estimated $219K.
  • Rockefeller Capital Management first reported a position in Direxion Auspice Broad Commodity Strategy ETF in Q4 2022 and held it in 3 quarters.
  • Rockefeller Capital Management's Direxion Auspice Broad Commodity Strategy ETF position peaked at $223K in Q1 2023.
  • 63 funds tracked by Wall St. Rank held Direxion Auspice Broad Commodity Strategy ETF as of Q3 2023.

Based on Rockefeller Capital Management's 13F filing for Q3 2023, filed 14 Nov 2023.