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Stone House Investment Management’s iShares GSCI Commodity Dynamic Roll Strategy ETF COMT Stock Holding History

Stone House Investment Management’s Portfolio COMT Stock Details COMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-1,895
Closed -$49.1K – 112
2024
Q3 		$49.1K Buy
1,895
+23
+1% +$603 0.01% 123
2024
Q2 		$51.1K Sell
1,872
-181
-9% -$4.94K 0.01% 121
2024
Q1 		$55.4K Buy
2,053
+12
+0.6% +$309 0.01% 121
2023
Q4 		$51.2K Buy
2,041
+196
+11% +$5.37K 0.02% 85
2023
Q3 		$53.8K Sell
1,845
-212
-10% -$5.99K 0.02% 79
2023
Q2 		$53.4K Buy
2,057
+11
+0.5% +$290 0.02% 82
2023
Q1 		$55.3K Sell
2,046
-52,626
-96% -$1.43M 0.02% 86
2022
Q4 		$1.54M Buy
54,672
+8,190
+18% +$292K 0.55% 23
2022
Q3 		$1.66M Buy
46,482
+1,018
+2% +$39.1K 0.77% 19
2022
Q2 		$1.86M Sell
45,464
-76,172
-63% -$3.23M 0.84% 19
2022
Q1 		$4.87M Sell
121,636
-14,403
-11% -$522K 1.66% 12
2021
Q4 		$4.2M Buy
136,039
+7,609
+6% +$270K 1.44% 17
2021
Q3 		$4.43M Hold
128,430
– – 1.73% 15
2021
Q2 		$4.43M Buy
+128,430
New +$4.2M 1.73% 15
2019
Q2 		– Sell
-103,916
Closed -$3.44M – 59
2019
Q1 		$3.44M Sell
103,916
-5,492
-5% -$178K 1.79% 21
2018
Q4 		$3.34M Buy
109,408
+9,189
+9% +$330K 2.11% 14
2018
Q3 		$3.9M Sell
100,219
-533
-0.5% -$20.3K 2.24% 17
2018
Q2 		$3.94M Buy
100,752
+40,435
+67% +$1.56M 2.51% 17
2018
Q1 		$2.23M Buy
60,317
+2,724
+5% +$101K 1.45% 22
2017
Q4 		$2.09M Buy
57,593
+1,379
+2% +$49.6K 1.42% 21
2017
Q3 		$1.96M Buy
56,214
+803
+1% +$27.1K 1.4% 21
2017
Q2 		$1.81M Buy
55,411
+5,876
+12% +$193K 1.3% 21
2017
Q1 		$1.66M Buy
49,535
+756
+2% +$25.9K 1.24% 22
2016
Q4 		$1.67M Buy
+48,779
New +$1.62M 1.41% 22

Other funds holding COMT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
CCA
Carrera Capital Advisors Troy, Michigan $649M AUM 19.82% 1-Year Est. Return
EWA
Evolution Wealth Advisors Aventura, Florida $981M AUM 21.2% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PFM
Peak Financial Management Wellesley, Massachusetts $436M AUM 21.5% 1-Year Est. Return
AFG
Atomi Financial Group New York $3.26B AUM 32.85% 1-Year Est. Return

Stone House Investment Management's COMT Position: Q4 2024 in Review

Stone House Investment Management sold out of iShares GSCI Commodity Dynamic Roll Strategy ETF (COMT) in Q4 2024, closing a stake of 1,895 shares — an estimated $49.1K sold.

Stone House Investment Management first reported a position in COMT in Q4 2016 and held it in 24 quarters. The position peaked at $4.87M in Q1 2022. 148 funds tracked by Wall St. Rank hold COMT as of Q4 2024.

  • Stone House Investment Management reported no remaining iShares GSCI Commodity Dynamic Roll Strategy ETF position as of Q4 2024 after selling out during the quarter.
  • Stone House Investment Management sold 1,895 iShares GSCI Commodity Dynamic Roll Strategy ETF shares in Q4 2024, an estimated $49.1K.
  • Stone House Investment Management first reported a position in iShares GSCI Commodity Dynamic Roll Strategy ETF in Q4 2016 and held it in 24 quarters.
  • Stone House Investment Management's iShares GSCI Commodity Dynamic Roll Strategy ETF position peaked at $4.87M in Q1 2022.
  • 148 funds tracked by Wall St. Rank held iShares GSCI Commodity Dynamic Roll Strategy ETF as of Q4 2024.

Based on Stone House Investment Management's 13F filing for Q4 2024, filed 13 Feb 2025.