FPAS
TBLD

Focus Partners Advisor Solutions’s Thornburg Income Builder Opportunities Trust TBLD Stock Holding History

Focus Partners Advisor Solutions’s Portfolio TBLD Stock Details TBLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-10,000
Closed -$127K – 423
2022
Q3 		$127K Buy
+10,000
New +$146K 0.01% 388

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WAM
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AAM
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1CP
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Royal Bank of Canada
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Stifel Financial
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Focus Partners Advisor Solutions's TBLD Position: Q4 2022 in Review

Focus Partners Advisor Solutions sold out of Thornburg Income Builder Opportunities Trust (TBLD) in Q4 2022, closing a stake of 10,000 shares — an estimated $127K sold.

Focus Partners Advisor Solutions first reported a position in TBLD in Q3 2022 and held it in 1 quarter. The position peaked at $127K in Q3 2022. 37 funds tracked by Wall St. Rank hold TBLD as of Q4 2022.

  • Focus Partners Advisor Solutions reported no remaining Thornburg Income Builder Opportunities Trust position as of Q4 2022 after selling out during the quarter.
  • Focus Partners Advisor Solutions sold 10,000 Thornburg Income Builder Opportunities Trust shares in Q4 2022, an estimated $127K.
  • Focus Partners Advisor Solutions first reported a position in Thornburg Income Builder Opportunities Trust in Q3 2022 and held it in 1 quarter.
  • Focus Partners Advisor Solutions's Thornburg Income Builder Opportunities Trust position peaked at $127K in Q3 2022.
  • 37 funds tracked by Wall St. Rank held Thornburg Income Builder Opportunities Trust as of Q4 2022.

Based on Focus Partners Advisor Solutions's 13F filing for Q4 2022, filed 14 Feb 2023.