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Transamerica Financial Advisors’s United States Oil Fund USO Stock Holding History

Transamerica Financial 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
Q1 		– Sell
-35
Closed -$3K – 706
2022
Q4 		$3K Buy
+35
New +$2.45K ﹤0.01% 370
2016
Q2 		– Sell
-100
Closed -$8K – 694
2016
Q1 		$8K Buy
+100
New +$7.47K ﹤0.01% 580

Other funds holding USO

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SMFG
Sumitomo Mitsui Financial Group Tokyo, Japan $4.94B AUM 1.39% 1-Year Est. Return
WHGC
Wealth High Governance Capital Sao Paulo, Brazil $333M AUM 125.87% 1-Year Est. Return
Squarepoint
Squarepoint New York $85.1B AUM 20.93% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
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
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Transamerica Financial Advisors's USO Position: Q1 2023 in Review

Transamerica Financial Advisors sold out of United States Oil Fund (USO) in Q1 2023, closing a stake of 35 shares — an estimated $3K sold.

Transamerica Financial Advisors first reported a position in USO in Q1 2016 and held it in 2 quarters. The position peaked at $8K in Q1 2016. 183 funds tracked by Wall St. Rank hold USO as of Q1 2023.

  • Transamerica Financial Advisors reported no remaining United States Oil Fund position as of Q1 2023 after selling out during the quarter.
  • Transamerica Financial Advisors sold 35 United States Oil Fund shares in Q1 2023, an estimated $3K.
  • Transamerica Financial Advisors first reported a position in United States Oil Fund in Q1 2016 and held it in 2 quarters.
  • Transamerica Financial Advisors's United States Oil Fund position peaked at $8K in Q1 2016.
  • 183 funds tracked by Wall St. Rank held United States Oil Fund as of Q1 2023.

Based on Transamerica Financial Advisors's 13F filing for Q1 2023, filed 15 May 2023.