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Destination Wealth Management’s Guggenheim Strategic Opportunities Fund GOF Stock Holding History

Destination Wealth Management’s Portfolio GOF Stock Details GOF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-20,117
Closed -$325K – 217
2023
Q1 		$325K Sell
20,117
-8,597
-30% -$142K 0.01% 165
2022
Q4 		$437K Buy
+28,714
New +$452K 0.02% 149

Other funds holding GOF

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Destination Wealth Management's GOF Position: Q2 2023 in Review

Destination Wealth Management sold out of Guggenheim Strategic Opportunities Fund (GOF) in Q2 2023, closing a stake of 20,117 shares — an estimated $325K sold.

Destination Wealth Management first reported a position in GOF in Q4 2022 and held it in 2 quarters. The position peaked at $437K in Q4 2022. 123 funds tracked by Wall St. Rank hold GOF as of Q2 2023.

  • Destination Wealth Management reported no remaining Guggenheim Strategic Opportunities Fund position as of Q2 2023 after selling out during the quarter.
  • Destination Wealth Management sold 20,117 Guggenheim Strategic Opportunities Fund shares in Q2 2023, an estimated $325K.
  • Destination Wealth Management first reported a position in Guggenheim Strategic Opportunities Fund in Q4 2022 and held it in 2 quarters.
  • Destination Wealth Management's Guggenheim Strategic Opportunities Fund position peaked at $437K in Q4 2022.
  • 123 funds tracked by Wall St. Rank held Guggenheim Strategic Opportunities Fund as of Q2 2023.

Based on Destination Wealth Management's 13F filing for Q2 2023, filed 11 Aug 2023.