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World Equity Group’s Invesco DB Oil Fund DBO Stock Holding History

World Equity Group’s Portfolio DBO Stock Details DBO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-10,450
Closed -$162K – 279
2024
Q1 		$162K Buy
+10,450
New +$153K 0.03% 303

Other funds holding DBO

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
FNC
First National Corp Rockland, Massachusetts $527M AUM 12.33% 1-Year Est. Return
NFP
Narus Financial Partners Salt Lake City, Utah $382M AUM 30.09% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $33.9B AUM 25.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

World Equity Group's DBO Position: Q2 2024 in Review

World Equity Group sold out of Invesco DB Oil Fund (DBO) in Q2 2024, closing a stake of 10,450 shares — an estimated $162K sold.

World Equity Group first reported a position in DBO in Q1 2024 and held it in 1 quarter. The position peaked at $162K in Q1 2024. 67 funds tracked by Wall St. Rank hold DBO as of Q2 2024.

  • World Equity Group reported no remaining Invesco DB Oil Fund position as of Q2 2024 after selling out during the quarter.
  • World Equity Group sold 10,450 Invesco DB Oil Fund shares in Q2 2024, an estimated $162K.
  • World Equity Group first reported a position in Invesco DB Oil Fund in Q1 2024 and held it in 1 quarter.
  • World Equity Group's Invesco DB Oil Fund position peaked at $162K in Q1 2024.
  • 67 funds tracked by Wall St. Rank held Invesco DB Oil Fund as of Q2 2024.

Based on World Equity Group's 13F filing for Q2 2024, filed 18 Jul 2024.