AWM
DSU icon

AE Wealth Management’s BlackRock Debt Strategies Fund DSU Stock Holding History

AE Wealth Management’s Portfolio DSU Stock Details DSU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-18,242
Closed -$198K – 1362
2023
Q4 		$198K Buy
+18,242
New +$188K ﹤0.01% 1890
2020
Q1 		– Sell
-15,310
Closed -$171K – 1146
2019
Q4 		$171K Buy
+15,310
New +$166K ﹤0.01% 1068

Other funds holding DSU

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
OHA
Oak Hill Advisors New York $878M AUM 106.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AE Wealth Management's DSU Position: Q1 2024 in Review

AE Wealth Management sold out of BlackRock Debt Strategies Fund (DSU) in Q1 2024, closing a stake of 18,242 shares — an estimated $198K sold.

AE Wealth Management first reported a position in DSU in Q4 2019 and held it in 2 quarters. The position peaked at $198K in Q4 2023. 83 funds tracked by Wall St. Rank hold DSU as of Q1 2024.

  • AE Wealth Management reported no remaining BlackRock Debt Strategies Fund position as of Q1 2024 after selling out during the quarter.
  • AE Wealth Management sold 18,242 BlackRock Debt Strategies Fund shares in Q1 2024, an estimated $198K.
  • AE Wealth Management first reported a position in BlackRock Debt Strategies Fund in Q4 2019 and held it in 2 quarters.
  • AE Wealth Management's BlackRock Debt Strategies Fund position peaked at $198K in Q4 2023.
  • 83 funds tracked by Wall St. Rank held BlackRock Debt Strategies Fund as of Q1 2024.

Based on AE Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.