BWS
DBL

Buck Wealth Strategies’s DoubleLine Opportunistic Credit Fund DBL Stock Holding History

Buck Wealth Strategies’s Portfolio DBL Stock Details DBL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-77
Closed -$1.13K – 124
2023
Q3 		$1.13K Buy
77
+1
+1% +$14 ﹤0.01% 328
2023
Q2 		$1.1K Buy
+76
New +$1.1K ﹤0.01% 252

Other funds holding DBL

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HIG
Herr Investment Group Austin, Texas $1.5B AUM 29.27% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TPWM
Twelve Points Wealth Management Concord, Massachusetts $455M AUM 19.98% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
IP
Intellectus Partners San Francisco, California $490M AUM 35.11% 1-Year Est. Return
GP
Gridiron Partners Wexford, Pennsylvania $164M AUM 3.31% 1-Year Est. Return

Buck Wealth Strategies's DBL Position: Q4 2023 in Review

Buck Wealth Strategies sold out of DoubleLine Opportunistic Credit Fund (DBL) in Q4 2023, closing a stake of 77 shares — an estimated $1.13K sold.

Buck Wealth Strategies first reported a position in DBL in Q2 2023 and held it in 2 quarters. The position peaked at $1.13K in Q3 2023. 62 funds tracked by Wall St. Rank hold DBL as of Q4 2023.

  • Buck Wealth Strategies reported no remaining DoubleLine Opportunistic Credit Fund position as of Q4 2023 after selling out during the quarter.
  • Buck Wealth Strategies sold 77 DoubleLine Opportunistic Credit Fund shares in Q4 2023, an estimated $1.13K.
  • Buck Wealth Strategies first reported a position in DoubleLine Opportunistic Credit Fund in Q2 2023 and held it in 2 quarters.
  • Buck Wealth Strategies's DoubleLine Opportunistic Credit Fund position peaked at $1.13K in Q3 2023.
  • 62 funds tracked by Wall St. Rank held DoubleLine Opportunistic Credit Fund as of Q4 2023.

Based on Buck Wealth Strategies's 13F filing for Q4 2023, filed 23 Jan 2024.