Simplicity Wealth’s United States Oil Fund USO Stock Holding History

Simplicity Wealth’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
2024 Q2	–	Sell	-4,970	Closed	-$391K	–	1301
2024 Q1	$391K	Buy	+4,970	New	+$359K	0.01%	824

Other funds holding USO

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Simplicity Wealth's USO Position: Q2 2024 in Review

Simplicity Wealth sold out of United States Oil Fund (USO) in Q2 2024, closing a stake of 4,970 shares — an estimated $391K sold.

Simplicity Wealth first reported a position in USO in Q1 2024 and held it in 1 quarter. The position peaked at $391K in Q1 2024. 179 funds tracked by Wall St. Rank hold USO as of Q2 2024.

Simplicity Wealth reported no remaining United States Oil Fund position as of Q2 2024 after selling out during the quarter.
Simplicity Wealth sold 4,970 United States Oil Fund shares in Q2 2024, an estimated $391K.
Simplicity Wealth first reported a position in United States Oil Fund in Q1 2024 and held it in 1 quarter.
Simplicity Wealth's United States Oil Fund position peaked at $391K in Q1 2024.
179 funds tracked by Wall St. Rank held United States Oil Fund as of Q2 2024.

Based on Simplicity Wealth's 13F filing for Q2 2024, filed 10 Jul 2024.