B. Riley Wealth Advisors’s DoubleLine Income Solutions Fund DSL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $590K | Buy |
46,954
+25,283
| +117% | +$321K | 0.02% | 635 |
|
|
2024
Q3 | $281K | Sell |
21,671
-24,868
| -53% | -$318K | 0.01% | 986 |
|
|
2024
Q2 | $583K | Buy |
46,539
+19,914
| +75% | +$248K | 0.01% | 744 |
|
|
2024
Q1 | $312K | Sell |
26,625
-13,286
| -33% | -$167K | 0.01% | 1019 |
|
|
2023
Q4 | $489K | Buy |
39,911
+13,286
| +50% | +$153K | 0.01% | 824 |
|
|
2023
Q3 | $312K | Buy |
26,625
+1,914
| +8% | +$22.9K | 0.01% | 1019 |
|
|
2023
Q2 | $294K | Sell |
24,711
-26,286
| -52% | -$306K | 0.01% | 1132 |
|
|
2023
Q1 | $580K | Buy |
50,997
+21,176
| +71% | +$253K | 0.02% | 743 |
|
|
2022
Q4 | $331K | Buy |
29,821
+8,059
| +37% | +$91.5K | 0.01% | 993 |
|
|
2022
Q3 | $236K | Sell |
21,762
-7,330
| -25% | -$90K | 0.01% | 1147 |
|
|
2022
Q2 | $353K | Buy |
29,092
+833
| +3% | +$11K | 0.01% | 800 |
|
|
2022
Q1 | $411K | Sell |
28,259
-172
| -0.6% | -$2.59K | 0.01% | 856 |
|
|
2021
Q4 | $459K | Sell |
28,431
-1,303
| -4% | -$22.3K | 0.01% | 859 |
|
|
2021
Q3 | $529K | Buy |
29,734
+1,961
| +7% | +$35.1K | 0.02% | 750 |
|
|
2021
Q2 | $503K | Buy |
27,773
+794
| +3% | +$14.4K | 0.02% | 771 |
|
|
2021
Q1 | $490K | Sell |
26,979
-1,167
| -4% | -$20.2K | 0.02% | 740 |
|
|
2020
Q4 | $467K | Sell |
28,146
-10
| -0% | -$162 | 0.03% | 556 |
|
|
2020
Q3 | $452K | Buy |
28,156
+106
| +0.4% | +$1.7K | 0.02% | 569 |
|
|
2020
Q2 | $432K | Buy |
28,050
+7,042
| +34% | +$97.6K | 0.03% | 505 |
|
|
2020
Q1 | $281K | Sell |
21,008
-431
| -2% | -$7.92K | 0.02% | 561 |
|
|
2019
Q4 | $424K | Buy |
21,439
+1,019
| +5% | +$20.2K | 0.04% | 489 |
|
|
2019
Q3 | $407K | Buy |
20,420
+115
| +0.6% | +$2.3K | 0.04% | 472 |
|
|
2019
Q2 | $406K | Buy |
20,305
+784
| +4% | +$15.8K | 0.04% | 452 |
|
|
2019
Q1 | $387K | Buy |
19,521
+912
| +5% | +$17.7K | 0.05% | 410 |
|
|
2018
Q4 | $323K | Buy |
18,609
+3,105
| +20% | +$57.7K | 0.05% | 413 |
|
|
2018
Q3 | $313K | Buy |
15,504
+920
| +6% | +$18.6K | 0.04% | 483 |
|
|
2018
Q2 | $292K | Sell |
14,584
-4,700
| -24% | -$94.9K | 0.04% | 473 |
|
|
2018
Q1 | $387K | Buy |
19,284
+2,406
| +14% | +$48.4K | 0.05% | 379 |
|
|
2017
Q4 | $341K | Sell |
16,878
-17,009
| -50% | -$350K | 0.05% | 405 |
|
|
2017
Q3 | $721K | Buy |
33,887
+1,086
| +3% | +$22.7K | 0.12% | 189 |
|
|
2017
Q2 | $678K | Buy |
32,801
+384
| +1% | +$7.91K | 0.12% | 202 |
|
|
2017
Q1 | $651K | Buy |
32,417
+9,702
| +43% | +$192K | 0.13% | 197 |
|
|
2016
Q4 | $432K | Buy |
+22,715
| New | +$422K | 0.09% | 260 |
|
|
2015
Q2 | – | Sell |
-11,346
| Closed | -$225K | – | 555 |
|
|
2015
Q1 | $225K | Buy |
11,346
+7,082
| +166% | +$142K | 0.05% | 434 |
|
|
2014
Q4 | $85 | Buy |
+4,264
| New | +$88.9K | ﹤0.01% | 1816 |
|
|
2014
Q3 | – | Sell |
-22,764
| Closed | -$256K | – | 945 |
|
|
2014
Q2 | $256K | Buy |
+22,764
| New | +$503K | 0.06% | 369 |
|
|
2013
Q4 | – | Sell |
-3,120
| Closed | -$68K | – | 686 |
|
|
2013
Q3 | $68K | Sell |
3,120
-12,305
| -80% | -$264K | 0.02% | 610 |
|
|
2013
Q2 | $358K | Buy |
+15,425
| New | +$376K | 0.12% | 194 |
|
Other funds holding DSL
MGAM
B. Riley Wealth Advisors's DSL Position: Q4 2024 in Review
B. Riley Wealth Advisors increased its DoubleLine Income Solutions Fund (DSL) stake by 117% in Q4 2024, buying an estimated $321K and bringing the position to 46,954 shares worth $590K. The position accounts for 0.02% of the portfolio, ranked #635.
B. Riley Wealth Advisors first reported a position in DSL in Q2 2013 and has held it in 38 quarters since. The position peaked at $721K in Q3 2017. 185 funds tracked by Wall St. Rank hold DSL as of Q4 2024.
- B. Riley Wealth Advisors held 46,954 shares of DoubleLine Income Solutions Fund worth $590K as of Q4 2024.
- B. Riley Wealth Advisors bought 25,283 DoubleLine Income Solutions Fund shares in Q4 2024, an estimated $321K.
- DoubleLine Income Solutions Fund made up 0.02% of B. Riley Wealth Advisors's portfolio in Q4 2024, its #635 holding.
- B. Riley Wealth Advisors first reported a position in DoubleLine Income Solutions Fund in Q2 2013 and has held it in 38 quarters since.
- B. Riley Wealth Advisors's DoubleLine Income Solutions Fund position peaked at $721K in Q3 2017.
- 185 funds tracked by Wall St. Rank held DoubleLine Income Solutions Fund as of Q4 2024.
Based on B. Riley Wealth Advisors's 13F filing for Q4 2024, filed 25 Feb 2025.