BAAM
OPP

Baker Avenue Asset Management’s RiverNorth/DoubleLine Strategic Opportunity Fund OPP Stock Holding History

Baker Avenue Asset Management’s Portfolio OPP Stock Details OPP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-631
Closed -$5.42K – 1713
2022
Q4 		$5.42K Buy
+631
New +$5.69K ﹤0.01% 807

Other funds holding OPP

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Morgan Stanley
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CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 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
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
MP
Mangrove Partners Greenwich, Connecticut $1.24B AUM 41.74% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return

Baker Avenue Asset Management's OPP Position: Q1 2023 in Review

Baker Avenue Asset Management sold out of RiverNorth/DoubleLine Strategic Opportunity Fund (OPP) in Q1 2023, closing a stake of 631 shares — an estimated $5.42K sold.

Baker Avenue Asset Management first reported a position in OPP in Q4 2022 and held it in 1 quarter. The position peaked at $5.42K in Q4 2022. 55 funds tracked by Wall St. Rank hold OPP as of Q1 2023.

  • Baker Avenue Asset Management reported no remaining RiverNorth/DoubleLine Strategic Opportunity Fund position as of Q1 2023 after selling out during the quarter.
  • Baker Avenue Asset Management sold 631 RiverNorth/DoubleLine Strategic Opportunity Fund shares in Q1 2023, an estimated $5.42K.
  • Baker Avenue Asset Management first reported a position in RiverNorth/DoubleLine Strategic Opportunity Fund in Q4 2022 and held it in 1 quarter.
  • Baker Avenue Asset Management's RiverNorth/DoubleLine Strategic Opportunity Fund position peaked at $5.42K in Q4 2022.
  • 55 funds tracked by Wall St. Rank held RiverNorth/DoubleLine Strategic Opportunity Fund as of Q1 2023.

Based on Baker Avenue Asset Management's 13F filing for Q1 2023, filed 16 May 2023.