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SOA Wealth Advisors’s United States Oil Fund USO Stock Holding History

SOA Wealth Advisors’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
2022
Q2 		– Sell
-132
Closed -$9K – 1042
2022
Q1 		$9K Sell
132
-713
-84% -$48K ﹤0.01% 612
2021
Q4 		$46K Hold
845
– – 0.01% 307
2021
Q3 		$44K Sell
845
-845
-50% -$41.3K 0.01% 324
2021
Q2 		$84K Hold
1,690
– – 0.02% 242
2021
Q1 		$68K Buy
+1,690
New +$66.3K 0.02% 236

Other funds holding USO

CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
AIMCA
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $16.7B AUM 23.27% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
SMFG
Sumitomo Mitsui Financial Group Tokyo, Japan $4.94B AUM 1.39% 1-Year Est. Return

SOA Wealth Advisors's USO Position: Q2 2022 in Review

SOA Wealth Advisors sold out of United States Oil Fund (USO) in Q2 2022, closing a stake of 132 shares — an estimated $9K sold.

SOA Wealth Advisors first reported a position in USO in Q1 2021 and held it in 5 quarters. The position peaked at $84K in Q2 2021. 204 funds tracked by Wall St. Rank hold USO as of Q2 2022.

  • SOA Wealth Advisors reported no remaining United States Oil Fund position as of Q2 2022 after selling out during the quarter.
  • SOA Wealth Advisors sold 132 United States Oil Fund shares in Q2 2022, an estimated $9K.
  • SOA Wealth Advisors first reported a position in United States Oil Fund in Q1 2021 and held it in 5 quarters.
  • SOA Wealth Advisors's United States Oil Fund position peaked at $84K in Q2 2021.
  • 204 funds tracked by Wall St. Rank held United States Oil Fund as of Q2 2022.

Based on SOA Wealth Advisors's 13F filing for Q2 2022, filed 13 Jul 2022.