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Western Pacific Wealth Management’s Invesco DB US Dollar Index Bearish Fund UDN Stock Holding History

Western Pacific Wealth Management’s Portfolio UDN Stock Details UDN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-500
Closed -$9.21K – 324
2023
Q4 		$9.21K Hold
500
– – 0.01% 191
2023
Q3 		$9.19K Hold
500
– – 0.01% 194
2023
Q2 		$9.4K Buy
+500
New +$9.42K 0.01% 199

Other funds holding UDN

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
NFG
Northeast Financial Group Tannersville, Pennsylvania $404M AUM 12.61% 1-Year Est. Return
DWA
Delos Wealth Advisors Dallas, Texas $175M AUM 19.35% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
CCB
Cutter & Co Brokerage Ballwin, Missouri $423M AUM 15.02% 1-Year Est. Return
PVI
Pine Valley Investments Marlton, New Jersey $2.18B AUM 26.57% 1-Year Est. Return

Western Pacific Wealth Management's UDN Position: Q1 2024 in Review

Western Pacific Wealth Management sold out of Invesco DB US Dollar Index Bearish Fund (UDN) in Q1 2024, closing a stake of 500 shares — an estimated $9.21K sold.

Western Pacific Wealth Management first reported a position in UDN in Q2 2023 and held it in 3 quarters. The position peaked at $9.4K in Q2 2023. 23 funds tracked by Wall St. Rank hold UDN as of Q1 2024.

  • Western Pacific Wealth Management reported no remaining Invesco DB US Dollar Index Bearish Fund position as of Q1 2024 after selling out during the quarter.
  • Western Pacific Wealth Management sold 500 Invesco DB US Dollar Index Bearish Fund shares in Q1 2024, an estimated $9.21K.
  • Western Pacific Wealth Management first reported a position in Invesco DB US Dollar Index Bearish Fund in Q2 2023 and held it in 3 quarters.
  • Western Pacific Wealth Management's Invesco DB US Dollar Index Bearish Fund position peaked at $9.4K in Q2 2023.
  • 23 funds tracked by Wall St. Rank held Invesco DB US Dollar Index Bearish Fund as of Q1 2024.

Based on Western Pacific Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.