BAAM
TBLD

Baker Avenue Asset Management’s Thornburg Income Builder Opportunities Trust TBLD Stock Holding History

Baker Avenue Asset Management’s Portfolio TBLD Stock Details TBLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-313
Closed -$4.47K – 1735
2022
Q4 		$4.47K Buy
+313
New +$4.35K ﹤0.01% 834

Other funds holding TBLD

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SCM
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AAM
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AW
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Royal Bank of Canada
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Wells Fargo
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1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return

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

Baker Avenue Asset Management sold out of Thornburg Income Builder Opportunities Trust (TBLD) in Q1 2023, closing a stake of 313 shares — an estimated $4.47K sold.

Baker Avenue Asset Management first reported a position in TBLD in Q4 2022 and held it in 1 quarter. The position peaked at $4.47K in Q4 2022. 32 funds tracked by Wall St. Rank hold TBLD as of Q1 2023.

  • Baker Avenue Asset Management reported no remaining Thornburg Income Builder Opportunities Trust position as of Q1 2023 after selling out during the quarter.
  • Baker Avenue Asset Management sold 313 Thornburg Income Builder Opportunities Trust shares in Q1 2023, an estimated $4.47K.
  • Baker Avenue Asset Management first reported a position in Thornburg Income Builder Opportunities Trust in Q4 2022 and held it in 1 quarter.
  • Baker Avenue Asset Management's Thornburg Income Builder Opportunities Trust position peaked at $4.47K in Q4 2022.
  • 32 funds tracked by Wall St. Rank held Thornburg Income Builder Opportunities Trust as of Q1 2023.

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