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Foresight Wealth Management’s BlackRock Debt Strategies Fund DSU Stock Holding History

Foresight Wealth Management’s Portfolio DSU Stock Details DSU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-25,709
Closed -$294K – 131
2021
Q2 		$294K Buy
+25,709
New +$287K 0.07% 98

Other funds holding DSU

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
OHA
Oak Hill Advisors New York $878M AUM 106.46% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 1-Year Est. Return
KPWG
KFA Private Wealth Group Tysons, Virginia $417M AUM 16.82% 1-Year Est. Return

Foresight Wealth Management's DSU Position: Q3 2021 in Review

Foresight Wealth Management sold out of BlackRock Debt Strategies Fund (DSU) in Q3 2021, closing a stake of 25,709 shares — an estimated $294K sold.

Foresight Wealth Management first reported a position in DSU in Q2 2021 and held it in 1 quarter. The position peaked at $294K in Q2 2021. 86 funds tracked by Wall St. Rank hold DSU as of Q3 2021.

  • Foresight Wealth Management reported no remaining BlackRock Debt Strategies Fund position as of Q3 2021 after selling out during the quarter.
  • Foresight Wealth Management sold 25,709 BlackRock Debt Strategies Fund shares in Q3 2021, an estimated $294K.
  • Foresight Wealth Management first reported a position in BlackRock Debt Strategies Fund in Q2 2021 and held it in 1 quarter.
  • Foresight Wealth Management's BlackRock Debt Strategies Fund position peaked at $294K in Q2 2021.
  • 86 funds tracked by Wall St. Rank held BlackRock Debt Strategies Fund as of Q3 2021.

Based on Foresight Wealth Management's 13F filing for Q3 2021, filed 21 Oct 2021.