AlphaMark Advisors’s Thornburg Income Builder Opportunities Trust TBLD Stock Holding History

AlphaMark Advisors’s Portfolio TBLD Stock Details TBLD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-1,000	Closed	-$16K	–	809
2023 Q4	$16K	Hold	1,000	–	–	0.01%	471
2023 Q3	$15K	Hold	1,000	–	–	0.01%	463
2023 Q2	$15K	Buy	+1,000	New	+$15.3K	0.01%	356

Other funds holding TBLD

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

TJHA

Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return

AlphaMark Advisors's TBLD Position: Q1 2024 in Review

AlphaMark Advisors sold out of Thornburg Income Builder Opportunities Trust (TBLD) in Q1 2024, closing a stake of 1,000 shares — an estimated $16K sold.

AlphaMark Advisors first reported a position in TBLD in Q2 2023 and held it in 3 quarters. The position peaked at $16K in Q4 2023. 48 funds tracked by Wall St. Rank hold TBLD as of Q1 2024.

AlphaMark Advisors reported no remaining Thornburg Income Builder Opportunities Trust position as of Q1 2024 after selling out during the quarter.
AlphaMark Advisors sold 1,000 Thornburg Income Builder Opportunities Trust shares in Q1 2024, an estimated $16K.
AlphaMark Advisors first reported a position in Thornburg Income Builder Opportunities Trust in Q2 2023 and held it in 3 quarters.
AlphaMark Advisors's Thornburg Income Builder Opportunities Trust position peaked at $16K in Q4 2023.
48 funds tracked by Wall St. Rank held Thornburg Income Builder Opportunities Trust as of Q1 2024.

Based on AlphaMark Advisors's 13F filing for Q1 2024, filed 18 Apr 2024.