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Strategic Wealth Investment Group’s United States Oil Fund USO Stock Holding History

Strategic Wealth Investment Group’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
2020
Q4 		– Sell
-27,314
Closed -$773K – 91
2020
Q3 		$773K Buy
27,314
+5,311
+24% +$155K 0.58% 45
2020
Q2 		$617K Buy
+22,003
New +$602K 0.6% 39

Other funds holding USO

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
HFM
Harvest Fund Management Beijing, China $2.35B AUM 49.85% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
SMFG
Sumitomo Mitsui Financial Group Tokyo, Japan $4.94B AUM 1.39% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Parallax Volatility Advisers
Parallax Volatility Advisers San Francisco, California $38.6B AUM 45.89% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return

Strategic Wealth Investment Group's USO Position: Q4 2020 in Review

Strategic Wealth Investment Group sold out of United States Oil Fund (USO) in Q4 2020, closing a stake of 27,314 shares — an estimated $773K sold.

Strategic Wealth Investment Group first reported a position in USO in Q2 2020 and held it in 2 quarters. The position peaked at $773K in Q3 2020. 184 funds tracked by Wall St. Rank hold USO as of Q4 2020.

  • Strategic Wealth Investment Group reported no remaining United States Oil Fund position as of Q4 2020 after selling out during the quarter.
  • Strategic Wealth Investment Group sold 27,314 United States Oil Fund shares in Q4 2020, an estimated $773K.
  • Strategic Wealth Investment Group first reported a position in United States Oil Fund in Q2 2020 and held it in 2 quarters.
  • Strategic Wealth Investment Group's United States Oil Fund position peaked at $773K in Q3 2020.
  • 184 funds tracked by Wall St. Rank held United States Oil Fund as of Q4 2020.

Based on Strategic Wealth Investment Group's 13F filing for Q4 2020, filed 15 Jan 2021.