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

AllSquare 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
2022
Q3 		– Sell
-2,500
Closed -$23K – 509
2022
Q2 		$23K Hold
2,500
– – 0.02% 274
2022
Q1 		$26K Hold
2,500
– – 0.02% 289
2021
Q4 		$29K Buy
2,500
+1,000
+67% +$11.7K 0.02% 284
2021
Q3 		$17K Sell
1,500
-1,500
-50% -$17.1K 0.01% 325
2021
Q2 		$34K Buy
+3,000
New +$33.5K 0.02% 276

Other funds holding DSU

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Advisors Asset Management
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Guggenheim Capital
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
OHA
Oak Hill Advisors New York $701M AUM 78.4% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $364M AUM 17.23% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AllSquare Wealth Management's DSU Position: Q3 2022 in Review

AllSquare Wealth Management sold out of BlackRock Debt Strategies Fund (DSU) in Q3 2022, closing a stake of 2,500 shares — an estimated $23K sold.

AllSquare Wealth Management first reported a position in DSU in Q2 2021 and held it in 5 quarters. The position peaked at $34K in Q2 2021. 99 funds tracked by Wall St. Rank hold DSU as of Q3 2022.

  • AllSquare Wealth Management reported no remaining BlackRock Debt Strategies Fund position as of Q3 2022 after selling out during the quarter.
  • AllSquare Wealth Management sold 2,500 BlackRock Debt Strategies Fund shares in Q3 2022, an estimated $23K.
  • AllSquare Wealth Management first reported a position in BlackRock Debt Strategies Fund in Q2 2021 and held it in 5 quarters.
  • AllSquare Wealth Management's BlackRock Debt Strategies Fund position peaked at $34K in Q2 2021.
  • 99 funds tracked by Wall St. Rank held BlackRock Debt Strategies Fund as of Q3 2022.

Based on AllSquare Wealth Management's 13F filing for Q3 2022, filed 1 Nov 2022.