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Blue Bell Private Wealth Management’s BlackRock Debt Strategies Fund DSU Stock Holding History

Blue Bell Private Wealth Management’s Portfolio DSU Stock Details DSU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-500
Closed -$4.6K – 675
2022
Q4 		$4.6K Hold
500
– – ﹤0.01% 475
2022
Q3 		$4K Buy
+500
New +$4.75K ﹤0.01% 499

Other funds holding DSU

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Guggenheim Capital
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Advisors Asset Management
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
OHA
Oak Hill Advisors New York $701M AUM 78.4% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $364M AUM 17.23% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Blue Bell Private Wealth Management's DSU Position: Q1 2023 in Review

Blue Bell Private Wealth Management sold out of BlackRock Debt Strategies Fund (DSU) in Q1 2023, closing a stake of 500 shares — an estimated $4.6K sold.

Blue Bell Private Wealth Management first reported a position in DSU in Q3 2022 and held it in 2 quarters. The position peaked at $4.6K in Q4 2022. 97 funds tracked by Wall St. Rank hold DSU as of Q1 2023.

  • Blue Bell Private Wealth Management reported no remaining BlackRock Debt Strategies Fund position as of Q1 2023 after selling out during the quarter.
  • Blue Bell Private Wealth Management sold 500 BlackRock Debt Strategies Fund shares in Q1 2023, an estimated $4.6K.
  • Blue Bell Private Wealth Management first reported a position in BlackRock Debt Strategies Fund in Q3 2022 and held it in 2 quarters.
  • Blue Bell Private Wealth Management's BlackRock Debt Strategies Fund position peaked at $4.6K in Q4 2022.
  • 97 funds tracked by Wall St. Rank held BlackRock Debt Strategies Fund as of Q1 2023.

Based on Blue Bell Private Wealth Management's 13F filing for Q1 2023, filed 8 May 2023.