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Doyle Wealth Management’s Allspring Income Opportunities Fund EAD Stock Holding History

Doyle Wealth Management’s Portfolio EAD Stock Details EAD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-69,688
Closed -$551K – 219
2022
Q1 		$551K Buy
+69,688
New +$566K 0.04% 147

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Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
GA
GraniteShares Advisors New York $156M AUM 1.58% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Doyle Wealth Management's EAD Position: Q2 2022 in Review

Doyle Wealth Management sold out of Allspring Income Opportunities Fund (EAD) in Q2 2022, closing a stake of 69,688 shares — an estimated $551K sold.

Doyle Wealth Management first reported a position in EAD in Q1 2022 and held it in 1 quarter. The position peaked at $551K in Q1 2022. 80 funds tracked by Wall St. Rank hold EAD as of Q2 2022.

  • Doyle Wealth Management reported no remaining Allspring Income Opportunities Fund position as of Q2 2022 after selling out during the quarter.
  • Doyle Wealth Management sold 69,688 Allspring Income Opportunities Fund shares in Q2 2022, an estimated $551K.
  • Doyle Wealth Management first reported a position in Allspring Income Opportunities Fund in Q1 2022 and held it in 1 quarter.
  • Doyle Wealth Management's Allspring Income Opportunities Fund position peaked at $551K in Q1 2022.
  • 80 funds tracked by Wall St. Rank held Allspring Income Opportunities Fund as of Q2 2022.

Based on Doyle Wealth Management's 13F filing for Q2 2022, filed 10 Aug 2022.