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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

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Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
PCM
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SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 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.