AWS
DHY

Atria Wealth Solutions’s Credit Suisse High Yield Credit Fund DHY Stock Holding History

Atria Wealth Solutions’s Portfolio DHY Stock Details DHY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-23,111
Closed -$49K – 1555
2025
Q1 		$49K Hold
23,111
– – ﹤0.01% 1825
2024
Q4 		$49.5K Hold
23,111
– – ﹤0.01% 1935
2024
Q3 		$52.5K Hold
23,111
– – ﹤0.01% 1887
2024
Q2 		$46.7K Hold
23,111
– – ﹤0.01% 1893
2024
Q1 		$46.7K Sell
23,111
-3,778
-14% -$7.52K ﹤0.01% 1926
2023
Q4 		$53.2K Buy
26,889
+5,882
+28% +$11.1K ﹤0.01% 1881
2023
Q3 		$39.5K Sell
21,007
-9,848
-32% -$18.6K ﹤0.01% 1825
2023
Q2 		$58.3K Hold
30,855
– – ﹤0.01% 1809
2023
Q1 		$58.3K Hold
30,855
– – ﹤0.01% 1797
2022
Q4 		$54.3K Hold
30,855
– – ﹤0.01% 1739
2022
Q3 		$54K Hold
30,855
– – ﹤0.01% 1692
2022
Q2 		$58K Sell
30,855
-10,600
-26% -$21.3K ﹤0.01% 1573
2022
Q1 		$90K Buy
+41,455
New +$94.6K ﹤0.01% 1670

Other funds holding DHY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
PAS
Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $6.41B AUM 4.78% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return