TLA
COMT icon

Tanglewood Legacy Advisors’s iShares GSCI Commodity Dynamic Roll Strategy ETF COMT Stock Holding History

Tanglewood Legacy Advisors’s Portfolio COMT Stock Details COMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-871
Closed -$23.5K – 284
2023
Q1 		$23.5K Hold
871
– – 0.02% 196
2022
Q4 		$24.5K Buy
+871
New +$31.1K 0.02% 172

Other funds holding COMT

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EWA
Evolution Wealth Advisors Aventura, Florida $981M AUM 21.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Tanglewood Legacy Advisors's COMT Position: Q2 2023 in Review

Tanglewood Legacy Advisors sold out of iShares GSCI Commodity Dynamic Roll Strategy ETF (COMT) in Q2 2023, closing a stake of 871 shares — an estimated $23.5K sold.

Tanglewood Legacy Advisors first reported a position in COMT in Q4 2022 and held it in 2 quarters. The position peaked at $24.5K in Q4 2022. 180 funds tracked by Wall St. Rank hold COMT as of Q2 2023.

  • Tanglewood Legacy Advisors reported no remaining iShares GSCI Commodity Dynamic Roll Strategy ETF position as of Q2 2023 after selling out during the quarter.
  • Tanglewood Legacy Advisors sold 871 iShares GSCI Commodity Dynamic Roll Strategy ETF shares in Q2 2023, an estimated $23.5K.
  • Tanglewood Legacy Advisors first reported a position in iShares GSCI Commodity Dynamic Roll Strategy ETF in Q4 2022 and held it in 2 quarters.
  • Tanglewood Legacy Advisors's iShares GSCI Commodity Dynamic Roll Strategy ETF position peaked at $24.5K in Q4 2022.
  • 180 funds tracked by Wall St. Rank held iShares GSCI Commodity Dynamic Roll Strategy ETF as of Q2 2023.

Based on Tanglewood Legacy Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.