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WealthShield Partners’s Invesco DB Agriculture Fund DBA Stock Holding History

WealthShield Partners’s Portfolio DBA Stock Details DBA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-300
Closed -$5K – 854
2021
Q1 		$5K Buy
+300
New +$5.04K ﹤0.01% 951

Other funds holding DBA

Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PWAC
Private Wealth Advisors (California) Fresno, California $391M AUM 26.98% 1-Year Est. Return
HVM
Harvest Volatility Management Norwalk, Connecticut $4.39M AUM 13.08% 1-Year Est. Return
CM
Caption Management Oklahoma City, Oklahoma $21.5B AUM 81.81% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Twin Tree Management
Twin Tree Management Dallas, Texas $5.31B AUM 55.82% 1-Year Est. Return
OC
Oppenheimer & Co New York $9.37B AUM 36.4% 1-Year Est. Return

WealthShield Partners's DBA Position: Q2 2021 in Review

WealthShield Partners sold out of Invesco DB Agriculture Fund (DBA) in Q2 2021, closing a stake of 300 shares — an estimated $5K sold.

WealthShield Partners first reported a position in DBA in Q1 2021 and held it in 1 quarter. The position peaked at $5K in Q1 2021. 116 funds tracked by Wall St. Rank hold DBA as of Q2 2021.

  • WealthShield Partners reported no remaining Invesco DB Agriculture Fund position as of Q2 2021 after selling out during the quarter.
  • WealthShield Partners sold 300 Invesco DB Agriculture Fund shares in Q2 2021, an estimated $5K.
  • WealthShield Partners first reported a position in Invesco DB Agriculture Fund in Q1 2021 and held it in 1 quarter.
  • WealthShield Partners's Invesco DB Agriculture Fund position peaked at $5K in Q1 2021.
  • 116 funds tracked by Wall St. Rank held Invesco DB Agriculture Fund as of Q2 2021.

Based on WealthShield Partners's 13F filing for Q2 2021, filed 6 Aug 2021.