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Wolf Group Capital Advisors’s Invesco DB Commodity Index Tracking Fund DBC Stock Holding History

Wolf Group Capital 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
2022
Q4 		– Sell
-145,654
Closed -$3.48M – 118
2022
Q3 		$3.48M Hold
145,654
– – 1.91% 10
2022
Q2 		$3.88M Buy
+145,654
New +$4.09M 2.02% 10

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Deutsche Bank
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Ameriprise
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LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return
HRCM
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Envestnet Asset Management
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Wolf Group Capital Advisors's DBC Position: Q4 2022 in Review

Wolf Group Capital Advisors sold out of Invesco DB Commodity Index Tracking Fund (DBC) in Q4 2022, closing a stake of 145,654 shares — an estimated $3.48M sold.

Wolf Group Capital Advisors first reported a position in DBC in Q2 2022 and held it in 2 quarters. The position peaked at $3.88M in Q2 2022. 291 funds tracked by Wall St. Rank hold DBC as of Q4 2022.

  • Wolf Group Capital Advisors reported no remaining Invesco DB Commodity Index Tracking Fund position as of Q4 2022 after selling out during the quarter.
  • Wolf Group Capital Advisors sold 145,654 Invesco DB Commodity Index Tracking Fund shares in Q4 2022, an estimated $3.48M.
  • Wolf Group Capital Advisors first reported a position in Invesco DB Commodity Index Tracking Fund in Q2 2022 and held it in 2 quarters.
  • Wolf Group Capital Advisors's Invesco DB Commodity Index Tracking Fund position peaked at $3.88M in Q2 2022.
  • 291 funds tracked by Wall St. Rank held Invesco DB Commodity Index Tracking Fund as of Q4 2022.

Based on Wolf Group Capital Advisors's 13F filing for Q4 2022, filed 7 Feb 2023.