AWA
DLY

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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
PFA
Pettinga Financial Advisors Evansville, Indiana $624M AUM 24.87% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LGWM
Litman Gregory Wealth Management Larkspur, California $1.37B AUM 16.95% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 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.