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Synergy Investment Management’s Invesco DB Commodity Index Tracking Fund DBC Stock Holding History

Synergy Investment Management’s Portfolio DBC Stock Details DBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-566
Closed -$12.1K – 612
2024
Q4 		$12.1K Buy
+566
New +$12.6K 0.01% 372

Other funds holding DBC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HS
HighVista Strategies Boston, Massachusetts $362M AUM 230.96% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return
Man Group
Man Group London, United Kingdom $55.1B AUM 24.23% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Synergy Investment Management's DBC Position: Q1 2025 in Review

Synergy Investment Management sold out of Invesco DB Commodity Index Tracking Fund (DBC) in Q1 2025, closing a stake of 566 shares — an estimated $12.1K sold.

Synergy Investment Management first reported a position in DBC in Q4 2024 and held it in 1 quarter. The position peaked at $12.1K in Q4 2024. 209 funds tracked by Wall St. Rank hold DBC as of Q1 2025.

  • Synergy Investment Management reported no remaining Invesco DB Commodity Index Tracking Fund position as of Q1 2025 after selling out during the quarter.
  • Synergy Investment Management sold 566 Invesco DB Commodity Index Tracking Fund shares in Q1 2025, an estimated $12.1K.
  • Synergy Investment Management first reported a position in Invesco DB Commodity Index Tracking Fund in Q4 2024 and held it in 1 quarter.
  • Synergy Investment Management's Invesco DB Commodity Index Tracking Fund position peaked at $12.1K in Q4 2024.
  • 209 funds tracked by Wall St. Rank held Invesco DB Commodity Index Tracking Fund as of Q1 2025.

Based on Synergy Investment Management's 13F filing for Q1 2025, filed 30 Apr 2025.