Antonetti Capital Management’s BlackRock Debt Strategies Fund DSU Stock Holding History

Antonetti Capital 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
2023 Q2	–	Sell	-166	Closed	-$1.58K	–	341
2023 Q1	$1.58K	Hold	166	–	–	﹤0.01%	290
2022 Q4	$1.53K	Hold	166	–	–	﹤0.01%	290
2022 Q3	$1K	Hold	166	–	–	﹤0.01%	308
2022 Q2	$2K	Hold	166	–	–	﹤0.01%	292
2022 Q1	$2K	Hold	166	–	–	﹤0.01%	313
2021 Q4	$2K	Hold	166	–	–	﹤0.01%	364
2021 Q3	$2K	Buy	+166	New	+$1.89K	﹤0.01%	382

Other funds holding DSU

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

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

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Antonetti Capital Management's DSU Position: Q2 2023 in Review

Antonetti Capital Management sold out of BlackRock Debt Strategies Fund (DSU) in Q2 2023, closing a stake of 166 shares — an estimated $1.58K sold.

Antonetti Capital Management first reported a position in DSU in Q3 2021 and held it in 7 quarters. The position peaked at $2K in Q2 2022. 87 funds tracked by Wall St. Rank hold DSU as of Q2 2023.

Antonetti Capital Management reported no remaining BlackRock Debt Strategies Fund position as of Q2 2023 after selling out during the quarter.
Antonetti Capital Management sold 166 BlackRock Debt Strategies Fund shares in Q2 2023, an estimated $1.58K.
Antonetti Capital Management first reported a position in BlackRock Debt Strategies Fund in Q3 2021 and held it in 7 quarters.
Antonetti Capital Management's BlackRock Debt Strategies Fund position peaked at $2K in Q2 2022.
87 funds tracked by Wall St. Rank held BlackRock Debt Strategies Fund as of Q2 2023.

Based on Antonetti Capital Management's 13F filing for Q2 2023, filed 31 Jul 2023.