AFS
TBLD

Annapolis Financial Services’s Thornburg Income Builder Opportunities Trust TBLD Stock Holding History

Annapolis Financial Services’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
-175
Closed -$2.71K – 453
2023
Q4 		$2.71K Buy
+175
New +$2.59K ﹤0.01% 422

Other funds holding TBLD

UBS Group
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
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
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
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

Annapolis Financial Services's TBLD Position: Q1 2024 in Review

Annapolis Financial Services sold out of Thornburg Income Builder Opportunities Trust (TBLD) in Q1 2024, closing a stake of 175 shares — an estimated $2.71K sold.

Annapolis Financial Services first reported a position in TBLD in Q4 2023 and held it in 1 quarter. The position peaked at $2.71K in Q4 2023. 48 funds tracked by Wall St. Rank hold TBLD as of Q1 2024.

  • Annapolis Financial Services reported no remaining Thornburg Income Builder Opportunities Trust position as of Q1 2024 after selling out during the quarter.
  • Annapolis Financial Services sold 175 Thornburg Income Builder Opportunities Trust shares in Q1 2024, an estimated $2.71K.
  • Annapolis Financial Services first reported a position in Thornburg Income Builder Opportunities Trust in Q4 2023 and held it in 1 quarter.
  • Annapolis Financial Services's Thornburg Income Builder Opportunities Trust position peaked at $2.71K in Q4 2023.
  • 48 funds tracked by Wall St. Rank held Thornburg Income Builder Opportunities Trust as of Q1 2024.

Based on Annapolis Financial Services's 13F filing for Q1 2024, filed 17 Apr 2024.