Carolinas Wealth Consulting’s DoubleLine Income Solutions Fund DSL Stock Holding History

Carolinas Wealth Consulting’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
2023 Q3	–	Sell	-2,235	Closed	-$26.6K	–	1040
2023 Q2	$26.6K	Hold	2,235	–	–	0.01%	433
2023 Q1	$25.4K	Hold	2,235	–	–	0.01%	452
2022 Q4	$24.8K	Hold	2,235	–	–	0.01%	456
2022 Q3	$24K	Hold	2,235	–	–	0.01%	414
2022 Q2	$27K	Hold	2,235	–	–	0.01%	413
2022 Q1	$32K	Hold	2,235	–	–	0.01%	416
2021 Q4	$36K	Hold	2,235	–	–	0.01%	410
2021 Q3	$40K	Buy	+2,235	New	+$40K	0.01%	375

Other funds holding DSL

MGAM

McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

ACP

Arcus Capital Partners Atlanta, Georgia $278M AUM 14.53% 1-Year Est. Return

HIG

Herr Investment Group Austin, Texas $1.5B AUM 29.27% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Carolinas Wealth Consulting's DSL Position: Q3 2023 in Review

Carolinas Wealth Consulting sold out of DoubleLine Income Solutions Fund (DSL) in Q3 2023, closing a stake of 2,235 shares — an estimated $26.6K sold.

Carolinas Wealth Consulting first reported a position in DSL in Q3 2021 and held it in 8 quarters. The position peaked at $40K in Q3 2021. 170 funds tracked by Wall St. Rank hold DSL as of Q3 2023.

Carolinas Wealth Consulting reported no remaining DoubleLine Income Solutions Fund position as of Q3 2023 after selling out during the quarter.
Carolinas Wealth Consulting sold 2,235 DoubleLine Income Solutions Fund shares in Q3 2023, an estimated $26.6K.
Carolinas Wealth Consulting first reported a position in DoubleLine Income Solutions Fund in Q3 2021 and held it in 8 quarters.
Carolinas Wealth Consulting's DoubleLine Income Solutions Fund position peaked at $40K in Q3 2021.
170 funds tracked by Wall St. Rank held DoubleLine Income Solutions Fund as of Q3 2023.

Based on Carolinas Wealth Consulting's 13F filing for Q3 2023, filed 14 Nov 2023.