Sumitomo Mitsui Financial Group’s Invesco DB Agriculture Fund DBA Stock Holding History

Sumitomo Mitsui Financial Group’s Portfolio DBA Stock Details DBA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-597,222	Closed	-$12M	–	168
2022 Q4	$12M	Sell	597,222 -356,400	-37%	-$7.12M	0.46%	34
2022 Q3	$19.1M	Buy	953,622 +149,380	+19%	+$3.02M	0.8%	18
2022 Q2	$16.4M	Buy	804,242 +162,348	+25%	+$3.57M	0.46%	29
2022 Q1	$14M	Buy	641,894 +334,834	+109%	+$7.02M	0.41%	42
2021 Q4	$6.09M	Sell	307,060 -172,940	-36%	-$3.38M	0.17%	65
2021 Q3	$9.18M	Buy	+480,000	New	+$9.01M	0.21%	50

Other funds holding DBA

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

PWAC

Private Wealth Advisors (California) Fresno, California $356M AUM 26.22% 1-Year Est. Return

WHAM

Windmill Hill Asset Management Waddesdon, United Kingdom $321M AUM 25.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Passaic Partners Newark, New Jersey $1.07B AUM 16.56% 1-Year Est. Return

Cavalier Investments Alpharetta, Georgia $3.7B AUM 51.42% 1-Year Est. Return

Sumitomo Mitsui Financial Group's DBA Position: Q1 2023 in Review

Sumitomo Mitsui Financial Group sold out of Invesco DB Agriculture Fund (DBA) in Q1 2023, closing a stake of 597,222 shares — an estimated $12M sold.

Sumitomo Mitsui Financial Group first reported a position in DBA in Q3 2021 and held it in 6 quarters. The position peaked at $19.1M in Q3 2022. 155 funds tracked by Wall St. Rank hold DBA as of Q1 2023.

Sumitomo Mitsui Financial Group reported no remaining Invesco DB Agriculture Fund position as of Q1 2023 after selling out during the quarter.
Sumitomo Mitsui Financial Group sold 597,222 Invesco DB Agriculture Fund shares in Q1 2023, an estimated $12M.
Sumitomo Mitsui Financial Group first reported a position in Invesco DB Agriculture Fund in Q3 2021 and held it in 6 quarters.
Sumitomo Mitsui Financial Group's Invesco DB Agriculture Fund position peaked at $19.1M in Q3 2022.
155 funds tracked by Wall St. Rank held Invesco DB Agriculture Fund as of Q1 2023.

Based on Sumitomo Mitsui Financial Group's 13F filing for Q1 2023, filed 11 May 2023.