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

WealthShield 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	-40,716	Closed	-$1M	–	488
2022 Q4	$1M	Buy	40,716 +65	+0.2%	+$1.63K	0.19%	127
2022 Q3	$972K	Buy	+40,651	New	+$1.03M	0.19%	129
2021 Q3	–	Sell	-1,912	Closed	-$37K	–	337
2021 Q2	$37K	Buy	1,912 +212	+12%	+$3.87K	0.01%	532
2021 Q1	$28K	Buy	+1,700	New	+$27.6K	0.01%	591

Other funds holding DBC

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

LMIM

Lockheed Martin Investment Management Bethesda, Maryland $2.53B AUM 37.62% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

WealthShield Partners's DBC Position: Q1 2023 in Review

WealthShield Partners sold out of Invesco DB Commodity Index Tracking Fund (DBC) in Q1 2023, closing a stake of 40,716 shares — an estimated $1M sold.

WealthShield Partners first reported a position in DBC in Q1 2021 and held it in 4 quarters. The position peaked at $1M in Q4 2022. 246 funds tracked by Wall St. Rank hold DBC as of Q1 2023.

WealthShield Partners reported no remaining Invesco DB Commodity Index Tracking Fund position as of Q1 2023 after selling out during the quarter.
WealthShield Partners sold 40,716 Invesco DB Commodity Index Tracking Fund shares in Q1 2023, an estimated $1M.
WealthShield Partners first reported a position in Invesco DB Commodity Index Tracking Fund in Q1 2021 and held it in 4 quarters.
WealthShield Partners's Invesco DB Commodity Index Tracking Fund position peaked at $1M in Q4 2022.
246 funds tracked by Wall St. Rank held Invesco DB Commodity Index Tracking Fund as of Q1 2023.

Based on WealthShield Partners's 13F filing for Q1 2023, filed 8 May 2023.