Cary Street Partners Investment Advisory’s Credit Suisse High Yield Credit Fund DHY Stock Holding History

Cary Street Partners Investment Advisory’s Portfolio DHY Stock Details DHY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-3,985	Closed	-$7.49K	–	901
2023 Q3	$7.49K	Hold	3,985	–	–	﹤0.01%	1369
2023 Q2	$7.53K	Hold	3,985	–	–	﹤0.01%	1308
2023 Q1	$7.53K	Sell	3,985 -3,985	-50%	-$7.45K	﹤0.01%	1216
2022 Q4	$14K	Buy	+7,970	New	+$14.6K	﹤0.01%	1060
2022 Q3	–	Sell	-7,970	Closed	-$15K	–	517
2022 Q2	$15K	Buy	+7,970	New	+$16K	﹤0.01%	544

Other funds holding DHY

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

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

LCM

Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Cary Street Partners Investment Advisory's DHY Position: Q4 2023 in Review

Cary Street Partners Investment Advisory sold out of Credit Suisse High Yield Credit Fund (DHY) in Q4 2023, closing a stake of 3,985 shares — an estimated $7.49K sold.

Cary Street Partners Investment Advisory first reported a position in DHY in Q2 2022 and held it in 5 quarters. The position peaked at $15K in Q2 2022. 60 funds tracked by Wall St. Rank hold DHY as of Q4 2023.

Cary Street Partners Investment Advisory reported no remaining Credit Suisse High Yield Credit Fund position as of Q4 2023 after selling out during the quarter.
Cary Street Partners Investment Advisory sold 3,985 Credit Suisse High Yield Credit Fund shares in Q4 2023, an estimated $7.49K.
Cary Street Partners Investment Advisory first reported a position in Credit Suisse High Yield Credit Fund in Q2 2022 and held it in 5 quarters.
Cary Street Partners Investment Advisory's Credit Suisse High Yield Credit Fund position peaked at $15K in Q2 2022.
60 funds tracked by Wall St. Rank held Credit Suisse High Yield Credit Fund as of Q4 2023.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2023, filed 5 Feb 2024.