Avior Wealth Management’s BlackRock Debt Strategies Fund DSU Stock Holding History

Avior Wealth Management’s Portfolio DSU Stock Details DSU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-506	Closed	-$5.2K	–	1561
2023 Q3	$5.2K	Hold	506	–	–	﹤0.01%	1182
2023 Q2	$4.95K	Hold	506	–	–	﹤0.01%	1169
2023 Q1	$4.81K	Hold	506	–	–	﹤0.01%	1210
2022 Q4	$4.66K	Hold	506	–	–	﹤0.01%	966
2022 Q3	$4K	Buy	+506	New	+$4.81K	﹤0.01%	956
2019 Q4	–	Sell	-4,500	Closed	-$48K	–	803
2019 Q3	$48K	Buy	+4,500	New	+$48.6K	0.01%	461

Other funds holding DSU

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

OHA

Oak Hill Advisors New York $878M AUM 106.46% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

ECA

Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

WCMNY

Westchester Capital Management (New York) Valhalla, New York $2.21B AUM 26.02% 1-Year Est. Return

Avior Wealth Management's DSU Position: Q4 2023 in Review

Avior Wealth Management sold out of BlackRock Debt Strategies Fund (DSU) in Q4 2023, closing a stake of 506 shares — an estimated $5.2K sold.

Avior Wealth Management first reported a position in DSU in Q3 2019 and held it in 6 quarters. The position peaked at $48K in Q3 2019. 81 funds tracked by Wall St. Rank hold DSU as of Q4 2023.

Avior Wealth Management reported no remaining BlackRock Debt Strategies Fund position as of Q4 2023 after selling out during the quarter.
Avior Wealth Management sold 506 BlackRock Debt Strategies Fund shares in Q4 2023, an estimated $5.2K.
Avior Wealth Management first reported a position in BlackRock Debt Strategies Fund in Q3 2019 and held it in 6 quarters.
Avior Wealth Management's BlackRock Debt Strategies Fund position peaked at $48K in Q3 2019.
81 funds tracked by Wall St. Rank held BlackRock Debt Strategies Fund as of Q4 2023.

Based on Avior Wealth Management's 13F filing for Q4 2023, filed 30 Jan 2024.