AWA
TSI

Arkadios Wealth Advisors’s TCW Strategic Income Fund TSI Stock Holding History

Arkadios Wealth Advisors’s Portfolio TSI Stock Details TSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-269
Closed -$1K – 1684
2021
Q3 		$1K Sell
269
-1,474
-85% -$8.62K ﹤0.01% 1834
2021
Q2 		$10K Buy
1,743
+1,398
+405% +$8.06K ﹤0.01% 1549
2021
Q1 		$1K Sell
345
-143
-29% -$803 ﹤0.01% 1612
2020
Q4 		$2K Buy
+488
New +$2.77K ﹤0.01% 1282

Other funds holding TSI

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NCM
Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BI
Berkeley Inc Boise, Idaho $298M AUM 9.4% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
SIA
SeaBridge Investment Advisors Summit, New Jersey $692M AUM 52.26% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return

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

Arkadios Wealth Advisors sold out of TCW Strategic Income Fund (TSI) in Q4 2021, closing a stake of 269 shares — an estimated $1K sold.

Arkadios Wealth Advisors first reported a position in TSI in Q4 2020 and held it in 4 quarters. The position peaked at $10K in Q2 2021. 60 funds tracked by Wall St. Rank hold TSI as of Q4 2021.

  • Arkadios Wealth Advisors reported no remaining TCW Strategic Income Fund position as of Q4 2021 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 269 TCW Strategic Income Fund shares in Q4 2021, an estimated $1K.
  • Arkadios Wealth Advisors first reported a position in TCW Strategic Income Fund in Q4 2020 and held it in 4 quarters.
  • Arkadios Wealth Advisors's TCW Strategic Income Fund position peaked at $10K in Q2 2021.
  • 60 funds tracked by Wall St. Rank held TCW Strategic Income Fund as of Q4 2021.

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