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Covestor’s BlackRock Debt Strategies Fund DSU Stock Holding History

Covestor’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
Q1 		– Sell
-440
Closed -$4K – 2135
2022
Q4 		$4K Hold
440
– – ﹤0.01% 1611
2022
Q3 		$4K Hold
440
– – ﹤0.01% 1540
2022
Q2 		$4K Hold
440
– – ﹤0.01% 1451
2022
Q1 		$5K Buy
+440
New +$4.77K ﹤0.01% 1479

Other funds holding DSU

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
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
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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Covestor's DSU Position: Q1 2023 in Review

Covestor sold out of BlackRock Debt Strategies Fund (DSU) in Q1 2023, closing a stake of 440 shares — an estimated $4K sold.

Covestor first reported a position in DSU in Q1 2022 and held it in 4 quarters. The position peaked at $5K in Q1 2022. 97 funds tracked by Wall St. Rank hold DSU as of Q1 2023.

  • Covestor reported no remaining BlackRock Debt Strategies Fund position as of Q1 2023 after selling out during the quarter.
  • Covestor sold 440 BlackRock Debt Strategies Fund shares in Q1 2023, an estimated $4K.
  • Covestor first reported a position in BlackRock Debt Strategies Fund in Q1 2022 and held it in 4 quarters.
  • Covestor's BlackRock Debt Strategies Fund position peaked at $5K in Q1 2022.
  • 97 funds tracked by Wall St. Rank held BlackRock Debt Strategies Fund as of Q1 2023.

Based on Covestor's 13F filing for Q1 2023, filed 15 May 2023.