World Investment Advisors’s iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 DJP Stock Holding History

World Investment Advisors’s Portfolio DJP Stock Details DJP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-12,395	Closed	-$408K	–	245
2022 Q3	$408K	Hold	12,395	–	–	0.1%	147
2022 Q2	$434K	Buy	12,395 +3,043	+33%	+$118K	0.09%	161
2022 Q1	$345K	Buy	+9,352	New	+$314K	0.07%	185

Other funds holding DJP

BBA

BLB&B Advisors Montgomeryville, Pennsylvania $2.42B AUM 22.12% 1-Year Est. Return

OPCM

Osborne Partners Capital Management San Francisco, California $1.89B AUM 16.21% 1-Year Est. Return

CWM

Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

DCM

Dimension Capital Management Coral Gables, Florida $713M AUM 18.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

BPWM

Badgley Phelps Wealth Managers Seattle, Washington $5.02B AUM 21.87% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

WTB

Washington Trust Bank Spokane, Washington $1.36B AUM 21.14% 1-Year Est. Return

World Investment Advisors's DJP Position: Q4 2022 in Review

World Investment Advisors sold out of iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 (DJP) in Q4 2022, closing a stake of 12,395 shares — an estimated $408K sold.

World Investment Advisors first reported a position in DJP in Q1 2022 and held it in 3 quarters. The position peaked at $434K in Q2 2022. 144 funds tracked by Wall St. Rank hold DJP as of Q4 2022.

World Investment Advisors reported no remaining iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 position as of Q4 2022 after selling out during the quarter.
World Investment Advisors sold 12,395 iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 shares in Q4 2022, an estimated $408K.
World Investment Advisors first reported a position in iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 in Q1 2022 and held it in 3 quarters.
World Investment Advisors's iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 position peaked at $434K in Q2 2022.
144 funds tracked by Wall St. Rank held iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 as of Q4 2022.

Based on World Investment Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.