BWP
DSL

Baldwin Wealth Partners’s DoubleLine Income Solutions Fund DSL Stock Holding History

Baldwin Wealth Partners’s Portfolio DSL Stock Details DSL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-3,000
Closed -$38.9K – 449
2024
Q3 		$38.9K Hold
3,000
– – ﹤0.01% 595
2024
Q2 		$37.6K Hold
3,000
– – ﹤0.01% 385
2024
Q1 		$38.1K Buy
+3,000
New +$37.7K ﹤0.01% 401

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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Baldwin Wealth Partners's DSL Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of DoubleLine Income Solutions Fund (DSL) in Q4 2024, closing a stake of 3,000 shares — an estimated $38.9K sold.

Baldwin Wealth Partners first reported a position in DSL in Q1 2024 and held it in 3 quarters. The position peaked at $38.9K in Q3 2024. 185 funds tracked by Wall St. Rank hold DSL as of Q4 2024.

  • Baldwin Wealth Partners reported no remaining DoubleLine Income Solutions Fund position as of Q4 2024 after selling out during the quarter.
  • Baldwin Wealth Partners sold 3,000 DoubleLine Income Solutions Fund shares in Q4 2024, an estimated $38.9K.
  • Baldwin Wealth Partners first reported a position in DoubleLine Income Solutions Fund in Q1 2024 and held it in 3 quarters.
  • Baldwin Wealth Partners's DoubleLine Income Solutions Fund position peaked at $38.9K in Q3 2024.
  • 185 funds tracked by Wall St. Rank held DoubleLine Income Solutions Fund as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.