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Strategic Financial Concepts’s United States Oil Fund USO Stock Holding History

Strategic Financial Concepts’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
2023
Q3 		– Sell
-5,459
Closed -$347K – 286
2023
Q2 		$347K Buy
+5,459
New +$356K 0.13% 155

Other funds holding USO

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Squarepoint
Squarepoint New York $85.1B AUM 20.93% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Strategic Financial Concepts's USO Position: Q3 2023 in Review

Strategic Financial Concepts sold out of United States Oil Fund (USO) in Q3 2023, closing a stake of 5,459 shares — an estimated $347K sold.

Strategic Financial Concepts first reported a position in USO in Q2 2023 and held it in 1 quarter. The position peaked at $347K in Q2 2023. 177 funds tracked by Wall St. Rank hold USO as of Q3 2023.

  • Strategic Financial Concepts reported no remaining United States Oil Fund position as of Q3 2023 after selling out during the quarter.
  • Strategic Financial Concepts sold 5,459 United States Oil Fund shares in Q3 2023, an estimated $347K.
  • Strategic Financial Concepts first reported a position in United States Oil Fund in Q2 2023 and held it in 1 quarter.
  • Strategic Financial Concepts's United States Oil Fund position peaked at $347K in Q2 2023.
  • 177 funds tracked by Wall St. Rank held United States Oil Fund as of Q3 2023.

Based on Strategic Financial Concepts's 13F filing for Q3 2023, filed 8 Nov 2023.