EW
TSI

Evoke Wealth’s TCW Strategic Income Fund TSI Stock Holding History

Evoke Wealth’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
Q2 		– Sell
-100,000
Closed -$487K – 358
2024
Q1 		$487K Hold
100,000
– – 0.01% 252
2023
Q4 		$477K Hold
100,000
– – 0.77% 32
2023
Q3 		$464K Hold
100,000
– – 0.02% 240
2023
Q2 		$469K Hold
100,000
– – 0.02% 226
2023
Q1 		$474K Buy
+100,000
New +$490K 0.02% 220

Other funds holding TSI

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
NCM
Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LCM
Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return

Evoke Wealth's TSI Position: Q2 2024 in Review

Evoke Wealth sold out of TCW Strategic Income Fund (TSI) in Q2 2024, closing a stake of 100,000 shares — an estimated $487K sold.

Evoke Wealth first reported a position in TSI in Q1 2023 and held it in 5 quarters. The position peaked at $487K in Q1 2024. 67 funds tracked by Wall St. Rank hold TSI as of Q2 2024.

  • Evoke Wealth reported no remaining TCW Strategic Income Fund position as of Q2 2024 after selling out during the quarter.
  • Evoke Wealth sold 100,000 TCW Strategic Income Fund shares in Q2 2024, an estimated $487K.
  • Evoke Wealth first reported a position in TCW Strategic Income Fund in Q1 2023 and held it in 5 quarters.
  • Evoke Wealth's TCW Strategic Income Fund position peaked at $487K in Q1 2024.
  • 67 funds tracked by Wall St. Rank held TCW Strategic Income Fund as of Q2 2024.

Based on Evoke Wealth's 13F filing for Q2 2024, filed 13 Aug 2024.