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Safeguard Financial’s Invesco DB Commodity Index Tracking Fund DBC Stock Holding History

Safeguard Financial’s Portfolio DBC Stock Details DBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-200
Closed -$4K – 170
2023
Q2 		$4K Buy
+200
New +$4.64K ﹤0.01% 415

Other funds holding DBC

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return
HS
HighVista Strategies Boston, Massachusetts $362M AUM 230.96% 1-Year Est. Return
IGAM
iA Global Asset Management Quebec, Quebec, Canada $7.06B AUM 28.93% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
MSAM
Moloney Securities Asset Management Manchester, Missouri $840M AUM 18.11% 1-Year Est. Return
Man Group
Man Group London, United Kingdom $55.1B AUM 24.23% 1-Year Est. Return

Safeguard Financial's DBC Position: Q3 2023 in Review

Safeguard Financial sold out of Invesco DB Commodity Index Tracking Fund (DBC) in Q3 2023, closing a stake of 200 shares — an estimated $4K sold.

Safeguard Financial first reported a position in DBC in Q2 2023 and held it in 1 quarter. The position peaked at $4K in Q2 2023. 240 funds tracked by Wall St. Rank hold DBC as of Q3 2023.

  • Safeguard Financial reported no remaining Invesco DB Commodity Index Tracking Fund position as of Q3 2023 after selling out during the quarter.
  • Safeguard Financial sold 200 Invesco DB Commodity Index Tracking Fund shares in Q3 2023, an estimated $4K.
  • Safeguard Financial first reported a position in Invesco DB Commodity Index Tracking Fund in Q2 2023 and held it in 1 quarter.
  • Safeguard Financial's Invesco DB Commodity Index Tracking Fund position peaked at $4K in Q2 2023.
  • 240 funds tracked by Wall St. Rank held Invesco DB Commodity Index Tracking Fund as of Q3 2023.

Based on Safeguard Financial's 13F filing for Q3 2023, filed 30 Oct 2023.