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Valeo Financial Advisors’s Invesco DB Base Metals Fund DBB Stock Holding History

Valeo Financial Advisors’s Portfolio DBB Stock Details DBB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-1,493
Closed -$28K – 814
2021
Q1 		$28K Buy
+1,493
New +$27.1K ﹤0.01% 1053

Other funds holding DBB

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PWAC
Private Wealth Advisors (California) Fresno, California $356M AUM 26.22% 1-Year Est. Return
EWP
Engrave Wealth Partners The Woodlands, Texas $350M AUM 13.08% 1-Year Est. Return
CIM
Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return
PMAM
Picton Mahoney Asset Management Toronto, Ontario, Canada $13.5B AUM 50.48% 1-Year Est. Return

Valeo Financial Advisors's DBB Position: Q2 2021 in Review

Valeo Financial Advisors sold out of Invesco DB Base Metals Fund (DBB) in Q2 2021, closing a stake of 1,493 shares — an estimated $28K sold.

Valeo Financial Advisors first reported a position in DBB in Q1 2021 and held it in 1 quarter. The position peaked at $28K in Q1 2021. 64 funds tracked by Wall St. Rank hold DBB as of Q2 2021.

  • Valeo Financial Advisors reported no remaining Invesco DB Base Metals Fund position as of Q2 2021 after selling out during the quarter.
  • Valeo Financial Advisors sold 1,493 Invesco DB Base Metals Fund shares in Q2 2021, an estimated $28K.
  • Valeo Financial Advisors first reported a position in Invesco DB Base Metals Fund in Q1 2021 and held it in 1 quarter.
  • Valeo Financial Advisors's Invesco DB Base Metals Fund position peaked at $28K in Q1 2021.
  • 64 funds tracked by Wall St. Rank held Invesco DB Base Metals Fund as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.