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Surience Private Wealth’s Invesco DB Agriculture Fund DBA Stock Holding History

Surience Private Wealth’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
2024
Q2 		– Sell
-135,762
Closed -$3.36M – 31
2024
Q1 		$3.36M Buy
+135,762
New +$3M 3.18% 14

Other funds holding DBA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
HAFG
Hansen & Associates Financial Group Roseville, California $186M AUM 7.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Surience Private Wealth's DBA Position: Q2 2024 in Review

Surience Private Wealth sold out of Invesco DB Agriculture Fund (DBA) in Q2 2024, closing a stake of 135,762 shares — an estimated $3.36M sold.

Surience Private Wealth first reported a position in DBA in Q1 2024 and held it in 1 quarter. The position peaked at $3.36M in Q1 2024. 152 funds tracked by Wall St. Rank hold DBA as of Q2 2024.

  • Surience Private Wealth reported no remaining Invesco DB Agriculture Fund position as of Q2 2024 after selling out during the quarter.
  • Surience Private Wealth sold 135,762 Invesco DB Agriculture Fund shares in Q2 2024, an estimated $3.36M.
  • Surience Private Wealth first reported a position in Invesco DB Agriculture Fund in Q1 2024 and held it in 1 quarter.
  • Surience Private Wealth's Invesco DB Agriculture Fund position peaked at $3.36M in Q1 2024.
  • 152 funds tracked by Wall St. Rank held Invesco DB Agriculture Fund as of Q2 2024.

Based on Surience Private Wealth's 13F filing for Q2 2024, filed 9 Aug 2024.