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Vertex Planning Partners’s Invesco DB Commodity Index Tracking Fund DBC Stock Holding History

Vertex Planning Partners’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
2023
Q1 		– Sell
-40,650
Closed -$1M – 130
2022
Q4 		$1M Buy
+40,650
New +$1.02M 0.39% 33

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Vertex Planning Partners's DBC Position: Q1 2023 in Review

Vertex Planning Partners sold out of Invesco DB Commodity Index Tracking Fund (DBC) in Q1 2023, closing a stake of 40,650 shares — an estimated $1M sold.

Vertex Planning Partners first reported a position in DBC in Q4 2022 and held it in 1 quarter. The position peaked at $1M in Q4 2022. 247 funds tracked by Wall St. Rank hold DBC as of Q1 2023.

  • Vertex Planning Partners reported no remaining Invesco DB Commodity Index Tracking Fund position as of Q1 2023 after selling out during the quarter.
  • Vertex Planning Partners sold 40,650 Invesco DB Commodity Index Tracking Fund shares in Q1 2023, an estimated $1M.
  • Vertex Planning Partners first reported a position in Invesco DB Commodity Index Tracking Fund in Q4 2022 and held it in 1 quarter.
  • Vertex Planning Partners's Invesco DB Commodity Index Tracking Fund position peaked at $1M in Q4 2022.
  • 247 funds tracked by Wall St. Rank held Invesco DB Commodity Index Tracking Fund as of Q1 2023.

Based on Vertex Planning Partners's 13F filing for Q1 2023, filed 16 May 2023.