WealthShield Partners
DBP icon

WealthShield Partners’s Invesco DB Precious Metals Fund DBP Stock Holding History

WealthShield Partners’s Portfolio DBP Stock Details DBP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-9,288
Closed -$464K – 485
2023
Q4 		$464K Sell
9,288
-10,493
-53% -$526K 0.08% 204
2023
Q3 		$939K Sell
19,781
-1,264
-6% -$62.9K 0.14% 156
2023
Q2 		$1.04M Buy
21,045
+10,706
+104% +$548K 0.16% 143
2023
Q1 		$528K Buy
+10,339
New +$504K 0.09% 202

Other funds holding DBP

Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Equitable Holdings
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Texas Yale Capital Corp
Texas Yale Capital Corp St. Petersburg, Florida $4.61B AUM 50.58% 1-Year Est. Return
Great Valley Advisor Group
Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
PineBridge Investments
PineBridge Investments New York $12.1B AUM 33.46% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

WealthShield Partners's DBP Position: Q1 2024 in Review

WealthShield Partners sold out of Invesco DB Precious Metals Fund (DBP) in Q1 2024, closing a stake of 9,288 shares — an estimated $464K sold.

WealthShield Partners first reported a position in DBP in Q1 2023 and held it in 4 quarters. The position peaked at $1.04M in Q2 2023. 33 funds tracked by Wall St. Rank hold DBP as of Q1 2024.

  • WealthShield Partners reported no remaining Invesco DB Precious Metals Fund position as of Q1 2024 after selling out during the quarter.
  • WealthShield Partners sold 9,288 Invesco DB Precious Metals Fund shares in Q1 2024, an estimated $464K.
  • WealthShield Partners first reported a position in Invesco DB Precious Metals Fund in Q1 2023 and held it in 4 quarters.
  • WealthShield Partners's Invesco DB Precious Metals Fund position peaked at $1.04M in Q2 2023.
  • 33 funds tracked by Wall St. Rank held Invesco DB Precious Metals Fund as of Q1 2024.

Based on WealthShield Partners's 13F filing for Q1 2024, filed 29 Apr 2024.