APA
DLY

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
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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 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. 52 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.
  • 52 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.