Wilbanks Smith & Thomas Asset Management’s Invesco DB US Dollar Index Bullish Fund UUP Stock Holding History

Wilbanks Smith & Thomas Asset Management’s Portfolio UUP Stock Details UUP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-213,859	Closed	-$5.42M	–	449
2020 Q3	$5.42M	Buy	213,859 +177,815	+493%	+$4.52M	0.29%	77
2020 Q2	$949K	Buy	+36,044	New	+$964K	0.06%	169

Other funds holding UUP

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Wilbanks Smith & Thomas Asset Management's UUP Position: Q4 2020 in Review

Wilbanks Smith & Thomas Asset Management sold out of Invesco DB US Dollar Index Bullish Fund (UUP) in Q4 2020, closing a stake of 213,859 shares — an estimated $5.42M sold.

Wilbanks Smith & Thomas Asset Management first reported a position in UUP in Q2 2020 and held it in 2 quarters. The position peaked at $5.42M in Q3 2020. 64 funds tracked by Wall St. Rank hold UUP as of Q4 2020.

Wilbanks Smith & Thomas Asset Management reported no remaining Invesco DB US Dollar Index Bullish Fund position as of Q4 2020 after selling out during the quarter.
Wilbanks Smith & Thomas Asset Management sold 213,859 Invesco DB US Dollar Index Bullish Fund shares in Q4 2020, an estimated $5.42M.
Wilbanks Smith & Thomas Asset Management first reported a position in Invesco DB US Dollar Index Bullish Fund in Q2 2020 and held it in 2 quarters.
Wilbanks Smith & Thomas Asset Management's Invesco DB US Dollar Index Bullish Fund position peaked at $5.42M in Q3 2020.
64 funds tracked by Wall St. Rank held Invesco DB US Dollar Index Bullish Fund as of Q4 2020.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q4 2020, filed 12 Feb 2021.