TCI Wealth Advisors’s United States Oil Fund USO Stock Holding History

TCI Wealth Advisors’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
2023 Q2	–	Sell	-96	Closed	-$6.38K	–	2135
2023 Q1	$6.38K	Hold	96	–	–	﹤0.01%	1361
2022 Q4	$6.73K	Buy	96 +25	+35%	+$1.75K	﹤0.01%	1342
2022 Q3	$5K	Hold	71	–	–	﹤0.01%	1529
2022 Q2	$6K	Hold	71	–	–	﹤0.01%	1417
2022 Q1	$5K	Hold	71	–	–	﹤0.01%	1608
2021 Q4	$4K	Hold	71	–	–	﹤0.01%	1911
2021 Q3	$4K	Hold	71	–	–	﹤0.01%	1828
2021 Q2	$4K	Hold	71	–	–	﹤0.01%	1644
2021 Q1	$3K	Hold	71	–	–	﹤0.01%	1600
2020 Q4	$2K	Hold	71	–	–	﹤0.01%	1287
2020 Q3	$2K	Hold	71	–	–	﹤0.01%	1195
2020 Q2	$2K	Hold	71	–	–	﹤0.01%	1139
2020 Q1	$2K	Hold	71	–	–	﹤0.01%	1110
2019 Q4	$7K	Hold	71	–	–	﹤0.01%	791
2019 Q3	$6K	Hold	71	–	–	﹤0.01%	773
2019 Q2	$7K	Hold	71	–	–	﹤0.01%	702
2019 Q1	$7K	Hold	71	–	–	﹤0.01%	717
2018 Q4	$6K	Hold	71	–	–	﹤0.01%	745
2018 Q3	$9K	Hold	71	–	–	﹤0.01%	672
2018 Q2	$9K	Hold	71	–	–	﹤0.01%	662
2018 Q1	$7K	Hold	71	–	–	﹤0.01%	689
2017 Q4	$7K	Hold	71	–	–	﹤0.01%	718
2017 Q3	$6K	Hold	71	–	–	﹤0.01%	711
2017 Q2	$5K	Hold	71	–	–	﹤0.01%	770
2017 Q1	$6K	Hold	71	–	–	﹤0.01%	692
2016 Q4	$7K	Hold	71	–	–	﹤0.01%	712
2016 Q3	$6K	Hold	71	–	–	﹤0.01%	703
2016 Q2	$7K	Hold	71	–	–	﹤0.01%	661
2016 Q1	$6K	Buy	+71	New	+$5.3K	﹤0.01%	689
2015 Q4	–	Sell	-31	Closed	-$4K	–	1087
2015 Q3	$4K	Buy	+31	New	+$3.81K	﹤0.01%	686

Other funds holding USO

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Squarepoint New York $85.1B AUM 20.93% 1-Year Est. Return

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

CRAM

Compass Rose Asset Management New York $1.33B AUM 2.38% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Parallax Volatility Advisers San Francisco, California $38.6B AUM 45.89% 1-Year Est. Return

TCI Wealth Advisors's USO Position: Q2 2023 in Review

TCI Wealth Advisors sold out of United States Oil Fund (USO) in Q2 2023, closing a stake of 96 shares — an estimated $6.38K sold.

TCI Wealth Advisors first reported a position in USO in Q3 2015 and held it in 30 quarters. The position peaked at $9K in Q3 2018. 166 funds tracked by Wall St. Rank hold USO as of Q2 2023.

TCI Wealth Advisors reported no remaining United States Oil Fund position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 96 United States Oil Fund shares in Q2 2023, an estimated $6.38K.
TCI Wealth Advisors first reported a position in United States Oil Fund in Q3 2015 and held it in 30 quarters.
TCI Wealth Advisors's United States Oil Fund position peaked at $9K in Q3 2018.
166 funds tracked by Wall St. Rank held United States Oil Fund as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.