CPA
TSI

Clear Point Advisors’s TCW Strategic Income Fund TSI Stock Holding History

Clear Point Advisors’s Portfolio TSI Stock Details TSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-1,582
Closed -$8.12K – 494
2024
Q3 		$8.12K Hold
1,582
– – 0.01% 350
2024
Q2 		$7.5K Sell
1,582
-1,362
-46% -$6.33K 0.01% 354
2024
Q1 		$14.2K Buy
2,944
+1,005
+52% +$4.72K 0.01% 301
2023
Q4 		$8.9K Buy
+1,939
New +$9.01K 0.01% 325

Other funds holding TSI

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
JWM
JP Wealth Management Mt. Pleasant, South Carolina $159M AUM 19.83% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NCM
Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SIA
SeaBridge Investment Advisors Summit, New Jersey $692M AUM 52.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Clear Point Advisors's TSI Position: Q4 2024 in Review

Clear Point Advisors sold out of TCW Strategic Income Fund (TSI) in Q4 2024, closing a stake of 1,582 shares — an estimated $8.12K sold.

Clear Point Advisors first reported a position in TSI in Q4 2023 and held it in 4 quarters. The position peaked at $14.2K in Q1 2024. 64 funds tracked by Wall St. Rank hold TSI as of Q4 2024.

  • Clear Point Advisors reported no remaining TCW Strategic Income Fund position as of Q4 2024 after selling out during the quarter.
  • Clear Point Advisors sold 1,582 TCW Strategic Income Fund shares in Q4 2024, an estimated $8.12K.
  • Clear Point Advisors first reported a position in TCW Strategic Income Fund in Q4 2023 and held it in 4 quarters.
  • Clear Point Advisors's TCW Strategic Income Fund position peaked at $14.2K in Q1 2024.
  • 64 funds tracked by Wall St. Rank held TCW Strategic Income Fund as of Q4 2024.

Based on Clear Point Advisors's 13F filing for Q4 2024, filed 3 Feb 2025.