AAS
DBL

Avantax Advisory Services’s DoubleLine Opportunistic Credit Fund DBL Stock Holding History

Avantax Advisory Services’s Portfolio DBL Stock Details DBL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-11,627
Closed -$178K – 1666
2023
Q4 		$178K Buy
+11,627
New +$170K ﹤0.01% 1490

Other funds holding DBL

SIA
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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
HIG
Herr Investment Group Austin, Texas $1.5B AUM 29.27% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
TPWM
Twelve Points Wealth Management Concord, Massachusetts $455M AUM 19.98% 1-Year Est. Return
IP
Intellectus Partners San Francisco, California $490M AUM 35.11% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Avantax Advisory Services's DBL Position: Q1 2024 in Review

Avantax Advisory Services sold out of DoubleLine Opportunistic Credit Fund (DBL) in Q1 2024, closing a stake of 11,627 shares — an estimated $178K sold.

Avantax Advisory Services first reported a position in DBL in Q4 2023 and held it in 1 quarter. The position peaked at $178K in Q4 2023. 62 funds tracked by Wall St. Rank hold DBL as of Q1 2024.

  • Avantax Advisory Services reported no remaining DoubleLine Opportunistic Credit Fund position as of Q1 2024 after selling out during the quarter.
  • Avantax Advisory Services sold 11,627 DoubleLine Opportunistic Credit Fund shares in Q1 2024, an estimated $178K.
  • Avantax Advisory Services first reported a position in DoubleLine Opportunistic Credit Fund in Q4 2023 and held it in 1 quarter.
  • Avantax Advisory Services's DoubleLine Opportunistic Credit Fund position peaked at $178K in Q4 2023.
  • 62 funds tracked by Wall St. Rank held DoubleLine Opportunistic Credit Fund as of Q1 2024.

Based on Avantax Advisory Services's 13F filing for Q1 2024, filed 8 May 2024.