AWA
DSL

Amplius Wealth Advisors’s DoubleLine Income Solutions Fund DSL Stock Holding History

Amplius Wealth Advisors’s Portfolio DSL Stock Details DSL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-5,000
Closed -$80K – 362
2021
Q4 		$80K Buy
+5,000
New +$85.5K 0.01% 270

Other funds holding DSL

MGAM
McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Amplius Wealth Advisors's DSL Position: Q1 2022 in Review

Amplius Wealth Advisors sold out of DoubleLine Income Solutions Fund (DSL) in Q1 2022, closing a stake of 5,000 shares — an estimated $80K sold.

Amplius Wealth Advisors first reported a position in DSL in Q4 2021 and held it in 1 quarter. The position peaked at $80K in Q4 2021. 181 funds tracked by Wall St. Rank hold DSL as of Q1 2022.

  • Amplius Wealth Advisors reported no remaining DoubleLine Income Solutions Fund position as of Q1 2022 after selling out during the quarter.
  • Amplius Wealth Advisors sold 5,000 DoubleLine Income Solutions Fund shares in Q1 2022, an estimated $80K.
  • Amplius Wealth Advisors first reported a position in DoubleLine Income Solutions Fund in Q4 2021 and held it in 1 quarter.
  • Amplius Wealth Advisors's DoubleLine Income Solutions Fund position peaked at $80K in Q4 2021.
  • 181 funds tracked by Wall St. Rank held DoubleLine Income Solutions Fund as of Q1 2022.

Based on Amplius Wealth Advisors's 13F filing for Q1 2022, filed 9 May 2022.