Carson Wealth (CWM LLC)
DLY

Carson Wealth (CWM LLC)’s DoubleLine Yield Opportunities Fund DLY Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio DLY Stock Details DLY 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 -$50K – 4955
2024
Q3 		$50K Buy
+3,000
New +$48.7K ﹤0.01% 2693
2022
Q4 		– Sell
-900
Closed -$12K – 4023
2022
Q3 		$12K Buy
+900
New +$13.2K ﹤0.01% 2556

Other funds holding DLY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Carson Wealth (CWM LLC)'s DLY Position: Q4 2024 in Review

Carson Wealth (CWM LLC) sold out of DoubleLine Yield Opportunities Fund (DLY) in Q4 2024, closing a stake of 3,000 shares — an estimated $50K sold.

Carson Wealth (CWM LLC) first reported a position in DLY in Q3 2022 and held it in 2 quarters. The position peaked at $50K in Q3 2024. 82 funds tracked by Wall St. Rank hold DLY as of Q4 2024.

  • Carson Wealth (CWM LLC) reported no remaining DoubleLine Yield Opportunities Fund position as of Q4 2024 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 3,000 DoubleLine Yield Opportunities Fund shares in Q4 2024, an estimated $50K.
  • Carson Wealth (CWM LLC) first reported a position in DoubleLine Yield Opportunities Fund in Q3 2022 and held it in 2 quarters.
  • Carson Wealth (CWM LLC)'s DoubleLine Yield Opportunities Fund position peaked at $50K in Q3 2024.
  • 82 funds tracked by Wall St. Rank held DoubleLine Yield Opportunities Fund as of Q4 2024.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q4 2024, filed 4 Feb 2025.