FHA
DBL

First Horizon Advisors’s DoubleLine Opportunistic Credit Fund DBL Stock Holding History

First Horizon Advisors’s Portfolio DBL Stock Details DBL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-146
Closed -$2K – 2459
2022
Q3 		$2K Buy
+146
New +$2.27K ﹤0.01% 1982

Other funds holding DBL

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HIG
Herr Investment Group Austin, Texas $1.5B AUM 29.27% 1-Year Est. Return
CRC
Catawba River Capital Lake Wylie, South Carolina $208M AUM 27.6% 1-Year Est. Return
ACP
Aviance Capital Partners Naples, Florida $854M AUM 25.16% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

First Horizon Advisors's DBL Position: Q4 2022 in Review

First Horizon Advisors sold out of DoubleLine Opportunistic Credit Fund (DBL) in Q4 2022, closing a stake of 146 shares — an estimated $2K sold.

First Horizon Advisors first reported a position in DBL in Q3 2022 and held it in 1 quarter. The position peaked at $2K in Q3 2022. 62 funds tracked by Wall St. Rank hold DBL as of Q4 2022.

  • First Horizon Advisors reported no remaining DoubleLine Opportunistic Credit Fund position as of Q4 2022 after selling out during the quarter.
  • First Horizon Advisors sold 146 DoubleLine Opportunistic Credit Fund shares in Q4 2022, an estimated $2K.
  • First Horizon Advisors first reported a position in DoubleLine Opportunistic Credit Fund in Q3 2022 and held it in 1 quarter.
  • First Horizon Advisors's DoubleLine Opportunistic Credit Fund position peaked at $2K in Q3 2022.
  • 62 funds tracked by Wall St. Rank held DoubleLine Opportunistic Credit Fund as of Q4 2022.

Based on First Horizon Advisors's 13F filing for Q4 2022, filed 10 Feb 2023.