ZIG
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Zullo Investment Group’s Invesco DB Commodity Index Tracking Fund DBC Stock Holding History

Zullo Investment Group’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
2023
Q1 		– Sell
-107
Closed -$2.64K – 263
2022
Q4 		$2.64K Hold
107
– – ﹤0.01% 665
2022
Q3 		$3K Hold
107
– – ﹤0.01% 647
2022
Q2 		$3K Hold
107
– – ﹤0.01% 675
2022
Q1 		$3K Hold
107
– – ﹤0.01% 702
2021
Q4 		$2K Buy
+107
New +$2.23K ﹤0.01% 750

Other funds holding DBC

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

Zullo Investment Group's DBC Position: Q1 2023 in Review

Zullo Investment Group sold out of Invesco DB Commodity Index Tracking Fund (DBC) in Q1 2023, closing a stake of 107 shares — an estimated $2.64K sold.

Zullo Investment Group first reported a position in DBC in Q4 2021 and held it in 5 quarters. The position peaked at $3K in Q3 2022. 247 funds tracked by Wall St. Rank hold DBC as of Q1 2023.

  • Zullo Investment Group reported no remaining Invesco DB Commodity Index Tracking Fund position as of Q1 2023 after selling out during the quarter.
  • Zullo Investment Group sold 107 Invesco DB Commodity Index Tracking Fund shares in Q1 2023, an estimated $2.64K.
  • Zullo Investment Group first reported a position in Invesco DB Commodity Index Tracking Fund in Q4 2021 and held it in 5 quarters.
  • Zullo Investment Group's Invesco DB Commodity Index Tracking Fund position peaked at $3K in Q3 2022.
  • 247 funds tracked by Wall St. Rank held Invesco DB Commodity Index Tracking Fund as of Q1 2023.

Based on Zullo Investment Group's 13F filing for Q1 2023, filed 25 Apr 2023.