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Forum Financial Management’s TCW Strategic Income Fund TSI Stock Holding History

Forum Financial Management’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
Q1 		– Sell
-10,000
Closed -$45.9K – 757
2023
Q4 		$45.9K Buy
+10,000
New +$46.5K ﹤0.01% 682

Other funds holding TSI

SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
NCM
Northside Capital Management Hood River, Oregon $1.25B AUM 16.02% 1-Year Est. Return
BI
Berkeley Inc Boise, Idaho $319M AUM 13.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
SIA
SeaBridge Investment Advisors Summit, New Jersey $692M AUM 52.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Forum Financial Management's TSI Position: Q1 2024 in Review

Forum Financial Management sold out of TCW Strategic Income Fund (TSI) in Q1 2024, closing a stake of 10,000 shares — an estimated $45.9K sold.

Forum Financial Management first reported a position in TSI in Q4 2023 and held it in 1 quarter. The position peaked at $45.9K in Q4 2023. 65 funds tracked by Wall St. Rank hold TSI as of Q1 2024.

  • Forum Financial Management reported no remaining TCW Strategic Income Fund position as of Q1 2024 after selling out during the quarter.
  • Forum Financial Management sold 10,000 TCW Strategic Income Fund shares in Q1 2024, an estimated $45.9K.
  • Forum Financial Management first reported a position in TCW Strategic Income Fund in Q4 2023 and held it in 1 quarter.
  • Forum Financial Management's TCW Strategic Income Fund position peaked at $45.9K in Q4 2023.
  • 65 funds tracked by Wall St. Rank held TCW Strategic Income Fund as of Q1 2024.

Based on Forum Financial Management's 13F filing for Q1 2024, filed 9 May 2024.