Arkadios Wealth Advisors’s DoubleLine Yield Opportunities Fund DLY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-109	Closed	-$2K	–	867
2021 Q3	$2K	Sell	109 -38	-26%	-$750	﹤0.01%	1738
2021 Q2	$2K	Buy	+147	New	+$2.9K	﹤0.01%	1846

Other funds holding DLY

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

PAIM

Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return

PFA

Pettinga Financial Advisors Evansville, Indiana $606M AUM 15.91% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LGWM

Litman Gregory Wealth Management Larkspur, California $1.37B AUM 16.95% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

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

Arkadios Wealth Advisors sold out of DoubleLine Yield Opportunities Fund (DLY) in Q4 2021, closing a stake of 109 shares — an estimated $2K sold.

Arkadios Wealth Advisors first reported a position in DLY in Q2 2021 and held it in 2 quarters. The position peaked at $2K in Q3 2021. 50 funds tracked by Wall St. Rank hold DLY as of Q4 2021.

Arkadios Wealth Advisors reported no remaining DoubleLine Yield Opportunities Fund position as of Q4 2021 after selling out during the quarter.
Arkadios Wealth Advisors sold 109 DoubleLine Yield Opportunities Fund shares in Q4 2021, an estimated $2K.
Arkadios Wealth Advisors first reported a position in DoubleLine Yield Opportunities Fund in Q2 2021 and held it in 2 quarters.
Arkadios Wealth Advisors's DoubleLine Yield Opportunities Fund position peaked at $2K in Q3 2021.
50 funds tracked by Wall St. Rank held DoubleLine Yield Opportunities Fund as of Q4 2021.

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