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Wetzel Investment Advisors’s Invesco DB Commodity Index Tracking Fund DBC Stock Holding History

Wetzel Investment Advisors’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
2024
Q3 		– Sell
-997
Closed -$22.9K – 291
2024
Q2 		$22.9K Hold
997
– – 0.01% 328
2024
Q1 		$23.3K Hold
997
– – 0.01% 358
2023
Q4 		$22K Buy
+997
New +$23.8K 0.01% 361

Other funds holding DBC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return
HS
HighVista Strategies Boston, Massachusetts $362M AUM 230.96% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wetzel Investment Advisors's DBC Position: Q3 2024 in Review

Wetzel Investment Advisors sold out of Invesco DB Commodity Index Tracking Fund (DBC) in Q3 2024, closing a stake of 997 shares — an estimated $22.9K sold.

Wetzel Investment Advisors first reported a position in DBC in Q4 2023 and held it in 3 quarters. The position peaked at $23.3K in Q1 2024. 202 funds tracked by Wall St. Rank hold DBC as of Q3 2024.

  • Wetzel Investment Advisors reported no remaining Invesco DB Commodity Index Tracking Fund position as of Q3 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 997 Invesco DB Commodity Index Tracking Fund shares in Q3 2024, an estimated $22.9K.
  • Wetzel Investment Advisors first reported a position in Invesco DB Commodity Index Tracking Fund in Q4 2023 and held it in 3 quarters.
  • Wetzel Investment Advisors's Invesco DB Commodity Index Tracking Fund position peaked at $23.3K in Q1 2024.
  • 202 funds tracked by Wall St. Rank held Invesco DB Commodity Index Tracking Fund as of Q3 2024.

Based on Wetzel Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.