Cary Street Partners Investment Advisory’s BlackRock Debt Strategies Fund DSU Stock Holding History

Cary Street Partners Investment Advisory’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 Q4	–	Sell	-1,088	Closed	-$11.2K	–	917
2023 Q3	$11.2K	Hold	1,088	–	–	﹤0.01%	1271
2023 Q2	$10.7K	Hold	1,088	–	–	﹤0.01%	1227
2023 Q1	$10.3K	Hold	1,088	–	–	﹤0.01%	1141
2022 Q4	$10K	Buy	+1,088	New	+$10.1K	﹤0.01%	1152

Other funds holding DSU

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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

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

OHA

Oak Hill Advisors New York $878M AUM 106.46% 1-Year Est. Return

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

ECA

Elevated Capital Advisors Sandy, Utah $364M AUM 17.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

WCMNY

Westchester Capital Management (New York) Valhalla, New York $2.21B AUM 26.02% 1-Year Est. Return

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

Cary Street Partners Investment Advisory sold out of BlackRock Debt Strategies Fund (DSU) in Q4 2023, closing a stake of 1,088 shares — an estimated $11.2K sold.

Cary Street Partners Investment Advisory first reported a position in DSU in Q4 2022 and held it in 4 quarters. The position peaked at $11.2K in Q3 2023. 81 funds tracked by Wall St. Rank hold DSU as of Q4 2023.

Cary Street Partners Investment Advisory reported no remaining BlackRock Debt Strategies Fund position as of Q4 2023 after selling out during the quarter.
Cary Street Partners Investment Advisory sold 1,088 BlackRock Debt Strategies Fund shares in Q4 2023, an estimated $11.2K.
Cary Street Partners Investment Advisory first reported a position in BlackRock Debt Strategies Fund in Q4 2022 and held it in 4 quarters.
Cary Street Partners Investment Advisory's BlackRock Debt Strategies Fund position peaked at $11.2K in Q3 2023.
81 funds tracked by Wall St. Rank held BlackRock Debt Strategies Fund as of Q4 2023.

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