Astoria Portfolio Advisors’s DoubleLine Yield Opportunities Fund DLY Stock Holding History

Astoria Portfolio 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
2022 Q1	–	Sell	-25,714	Closed	-$481K	–	144
2021 Q4	$481K	Buy	+25,714	New	+$491K	0.38%	68

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

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Astoria Portfolio Advisors's DLY Position: Q1 2022 in Review

Astoria Portfolio Advisors sold out of DoubleLine Yield Opportunities Fund (DLY) in Q1 2022, closing a stake of 25,714 shares — an estimated $481K sold.

Astoria Portfolio Advisors first reported a position in DLY in Q4 2021 and held it in 1 quarter. The position peaked at $481K in Q4 2021. 51 funds tracked by Wall St. Rank hold DLY as of Q1 2022.

Astoria Portfolio Advisors reported no remaining DoubleLine Yield Opportunities Fund position as of Q1 2022 after selling out during the quarter.
Astoria Portfolio Advisors sold 25,714 DoubleLine Yield Opportunities Fund shares in Q1 2022, an estimated $481K.
Astoria Portfolio Advisors first reported a position in DoubleLine Yield Opportunities Fund in Q4 2021 and held it in 1 quarter.
Astoria Portfolio Advisors's DoubleLine Yield Opportunities Fund position peaked at $481K in Q4 2021.
51 funds tracked by Wall St. Rank held DoubleLine Yield Opportunities Fund as of Q1 2022.

Based on Astoria Portfolio Advisors's 13F filing for Q1 2022, filed 1 Jun 2022.