BWP
DSL icon

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

Other funds holding DSL

MGAM
McGowan Group Asset Management Dallas, Texas $823M AUM 27.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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. 186 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.
  • 186 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.