Wealthcare Advisory Partners’s United States Oil Fund USO Stock Holding History

Wealthcare Advisory Partners’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
2021 Q2	–	Sell	-1,186	Closed	-$48K	–	1793
2021 Q1	$48K	Buy	+1,186	New	+$46.5K	﹤0.01%	892
2020 Q2	–	Sell	-313	Closed	-$11K	–	1292
2020 Q1	$11K	Buy	313 +63	+25%	+$4.85K	﹤0.01%	910
2019 Q4	$26K	Sell	250 -13	-5%	-$1.24K	﹤0.01%	695
2019 Q3	$24K	Buy	263 +250	+1,923%	+$23.5K	﹤0.01%	707
2019 Q2	$1K	Hold	13	–	–	﹤0.01%	1278
2019 Q1	$1K	Hold	13	–	–	﹤0.01%	1182
2018 Q4	$1K	Sell	13 -112	-90%	-$11.3K	﹤0.01%	1168
2018 Q3	$16K	Hold	125	–	–	﹤0.01%	743
2018 Q2	$15K	Hold	125	–	–	﹤0.01%	742
2018 Q1	$13K	Hold	125	–	–	﹤0.01%	678
2017 Q4	$12K	Hold	125	–	–	﹤0.01%	641
2017 Q3	$10K	Buy	+125	New	+$9.85K	﹤0.01%	554

Other funds holding USO

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

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

SMFG

Sumitomo Mitsui Financial Group Tokyo, Japan $4.94B AUM 1.39% 1-Year Est. Return

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

Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

HFM

Harvest Fund Management Beijing, China $2.35B AUM 49.85% 1-Year Est. Return

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

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

Wealthcare Advisory Partners's USO Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of United States Oil Fund (USO) in Q2 2021, closing a stake of 1,186 shares — an estimated $48K sold.

Wealthcare Advisory Partners first reported a position in USO in Q3 2017 and held it in 12 quarters. The position peaked at $48K in Q1 2021. 180 funds tracked by Wall St. Rank hold USO as of Q2 2021.

Wealthcare Advisory Partners reported no remaining United States Oil Fund position as of Q2 2021 after selling out during the quarter.
Wealthcare Advisory Partners sold 1,186 United States Oil Fund shares in Q2 2021, an estimated $48K.
Wealthcare Advisory Partners first reported a position in United States Oil Fund in Q3 2017 and held it in 12 quarters.
Wealthcare Advisory Partners's United States Oil Fund position peaked at $48K in Q1 2021.
180 funds tracked by Wall St. Rank held United States Oil Fund as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.