West Branch Capital’s iPath Series B Bloomberg Coffee Subindex Total ReturnSM ETN JO Stock Holding History

West Branch Capital’s Portfolio JO Stock Details JO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-522	Closed	-$32K	–	472
2022 Q1	$32K	Buy	522 +114	+28%	+$7.25K	0.02%	212
2021 Q4	$25K	Sell	408 -592	-59%	-$35.6K	0.01%	249
2021 Q3	$53K	Sell	1,000 -100	-9%	-$5.04K	0.03%	187
2021 Q2	$50K	Buy	+1,100	New	+$46K	0.02%	196

Other funds holding JO

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Savior LLC Wellesley Hills, Massachusetts $34.9M AUM 32.88% 1-Year Est. Return

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

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cutler Group San Francisco, California $307M AUM 45.11% 1-Year Est. Return

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

West Branch Capital's JO Position: Q2 2022 in Review

West Branch Capital sold out of iPath Series B Bloomberg Coffee Subindex Total ReturnSM ETN (JO) in Q2 2022, closing a stake of 522 shares — an estimated $32K sold.

West Branch Capital first reported a position in JO in Q2 2021 and held it in 4 quarters. The position peaked at $53K in Q3 2021. 12 funds tracked by Wall St. Rank hold JO as of Q2 2022.

West Branch Capital reported no remaining iPath Series B Bloomberg Coffee Subindex Total ReturnSM ETN position as of Q2 2022 after selling out during the quarter.
West Branch Capital sold 522 iPath Series B Bloomberg Coffee Subindex Total ReturnSM ETN shares in Q2 2022, an estimated $32K.
West Branch Capital first reported a position in iPath Series B Bloomberg Coffee Subindex Total ReturnSM ETN in Q2 2021 and held it in 4 quarters.
West Branch Capital's iPath Series B Bloomberg Coffee Subindex Total ReturnSM ETN position peaked at $53K in Q3 2021.
12 funds tracked by Wall St. Rank held iPath Series B Bloomberg Coffee Subindex Total ReturnSM ETN as of Q2 2022.

Based on West Branch Capital's 13F filing for Q2 2022, filed 28 Jul 2022.