SFP
USO icon

Sterling Financial Planning’s United States Oil Fund USO Stock Holding History

Sterling Financial Planning’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
2021
Q4 		– Sell
-17
Closed -$1K – 379
2021
Q3 		$1K Buy
+17
New +$832 ﹤0.01% 422

Other funds holding USO

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Squarepoint
Squarepoint New York $85.1B AUM 20.93% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

Sterling Financial Planning's USO Position: Q4 2021 in Review

Sterling Financial Planning sold out of United States Oil Fund (USO) in Q4 2021, closing a stake of 17 shares — an estimated $1K sold.

Sterling Financial Planning first reported a position in USO in Q3 2021 and held it in 1 quarter. The position peaked at $1K in Q3 2021. 196 funds tracked by Wall St. Rank hold USO as of Q4 2021.

  • Sterling Financial Planning reported no remaining United States Oil Fund position as of Q4 2021 after selling out during the quarter.
  • Sterling Financial Planning sold 17 United States Oil Fund shares in Q4 2021, an estimated $1K.
  • Sterling Financial Planning first reported a position in United States Oil Fund in Q3 2021 and held it in 1 quarter.
  • Sterling Financial Planning's United States Oil Fund position peaked at $1K in Q3 2021.
  • 196 funds tracked by Wall St. Rank held United States Oil Fund as of Q4 2021.

Based on Sterling Financial Planning's 13F filing for Q4 2021, filed 2 Feb 2022.