Westshore Wealth’s Invesco DB Commodity Index Tracking Fund DBC Stock Holding History

Westshore Wealth’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
2021 Q2	–	Sell	-25,402	Closed	-$422K	–	142
2021 Q1	$422K	Buy	+25,402	New	+$412K	0.24%	75

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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

BCI

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

Man Group London, United Kingdom $62.7B AUM 29.77% 1-Year Est. Return

Westshore Wealth's DBC Position: Q2 2021 in Review

Westshore Wealth sold out of Invesco DB Commodity Index Tracking Fund (DBC) in Q2 2021, closing a stake of 25,402 shares — an estimated $422K sold.

Westshore Wealth first reported a position in DBC in Q1 2021 and held it in 1 quarter. The position peaked at $422K in Q1 2021. 219 funds tracked by Wall St. Rank hold DBC as of Q2 2021.

Westshore Wealth reported no remaining Invesco DB Commodity Index Tracking Fund position as of Q2 2021 after selling out during the quarter.
Westshore Wealth sold 25,402 Invesco DB Commodity Index Tracking Fund shares in Q2 2021, an estimated $422K.
Westshore Wealth first reported a position in Invesco DB Commodity Index Tracking Fund in Q1 2021 and held it in 1 quarter.
Westshore Wealth's Invesco DB Commodity Index Tracking Fund position peaked at $422K in Q1 2021.
219 funds tracked by Wall St. Rank held Invesco DB Commodity Index Tracking Fund as of Q2 2021.

Based on Westshore Wealth's 13F filing for Q2 2021, filed 19 Aug 2021.