Arkadios Wealth Advisors’s DoubleLine Opportunistic Credit Fund DBL Stock Holding History

Arkadios Wealth Advisors’s Portfolio DBL Stock Details DBL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-101	Closed	-$2K	–	836
2021 Q3	$2K	Sell	101 -483	-83%	-$9.57K	﹤0.01%	1736
2021 Q2	$11K	Buy	584 +440	+306%	+$8.7K	﹤0.01%	1499
2021 Q1	$2K	Sell	144 -43	-23%	-$850	﹤0.01%	1510
2020 Q4	$3K	Buy	+187	New	+$3.6K	﹤0.01%	1194
2020 Q2	–	Sell	-40	Closed	-$684	–	982
2020 Q1	$684	Hold	40	–	–	﹤0.01%	992
2019 Q4	$836	Buy	+40	New	+$827	﹤0.01%	909

Other funds holding DBL

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

ACP

Aviance Capital Partners Naples, Florida $854M AUM 25.16% 1-Year Est. Return

CRC

Catawba River Capital Lake Wylie, South Carolina $208M AUM 27.6% 1-Year Est. Return

Family Management New York $834M AUM 20.83% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

HKAM

Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return

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

Arkadios Wealth Advisors's DBL Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of DoubleLine Opportunistic Credit Fund (DBL) in Q4 2021, closing a stake of 101 shares — an estimated $2K sold.

Arkadios Wealth Advisors first reported a position in DBL in Q4 2019 and held it in 6 quarters. The position peaked at $11K in Q2 2021. 69 funds tracked by Wall St. Rank hold DBL as of Q4 2021.

Arkadios Wealth Advisors reported no remaining DoubleLine Opportunistic Credit Fund position as of Q4 2021 after selling out during the quarter.
Arkadios Wealth Advisors sold 101 DoubleLine Opportunistic Credit Fund shares in Q4 2021, an estimated $2K.
Arkadios Wealth Advisors first reported a position in DoubleLine Opportunistic Credit Fund in Q4 2019 and held it in 6 quarters.
Arkadios Wealth Advisors's DoubleLine Opportunistic Credit Fund position peaked at $11K in Q2 2021.
69 funds tracked by Wall St. Rank held DoubleLine Opportunistic Credit Fund as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.