FIA
DSU icon

Foundations Investment Advisors’s BlackRock Debt Strategies Fund DSU Stock Holding History

Foundations Investment Advisors’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
2023
Q2 		– Sell
-208,132
Closed -$1.98M – 582
2023
Q1 		$1.98M Buy
208,132
+14,798
+8% +$143K 0.07% 166
2022
Q4 		$1.78M Buy
193,334
+53,118
+38% +$494K 0.07% 145
2022
Q3 		$1.25M Buy
140,216
+34,533
+33% +$328K 0.05% 141
2022
Q2 		$967K Buy
105,683
+70,239
+198% +$683K 0.04% 151
2022
Q1 		$357K Buy
35,444
+10,689
+43% +$116K 0.01% 246
2021
Q4 		$287K Buy
24,755
+5,989
+32% +$69.9K 0.01% 282
2021
Q3 		$216K Sell
18,766
-502
-3% -$5.71K 0.01% 288
2021
Q2 		$221K Buy
19,268
+757
+4% +$8.46K 0.01% 271
2021
Q1 		$205K Buy
18,511
+580
+3% +$6.22K 0.01% 212
2020
Q4 		$186K Buy
17,931
+6,777
+61% +$68.1K 0.01% 182
2020
Q3 		$112K Sell
11,154
-23,764
-68% -$234K 0.02% 162
2020
Q2 		$332K Buy
+34,918
New +$324K 0.03% 127

Other funds holding DSU

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
OHA
Oak Hill Advisors New York $878M AUM 106.46% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Foundations Investment Advisors's DSU Position: Q2 2023 in Review

Foundations Investment Advisors sold out of BlackRock Debt Strategies Fund (DSU) in Q2 2023, closing a stake of 208,132 shares — an estimated $1.98M sold.

Foundations Investment Advisors first reported a position in DSU in Q2 2020 and held it in 12 quarters. The position peaked at $1.98M in Q1 2023. 87 funds tracked by Wall St. Rank hold DSU as of Q2 2023.

  • Foundations Investment Advisors reported no remaining BlackRock Debt Strategies Fund position as of Q2 2023 after selling out during the quarter.
  • Foundations Investment Advisors sold 208,132 BlackRock Debt Strategies Fund shares in Q2 2023, an estimated $1.98M.
  • Foundations Investment Advisors first reported a position in BlackRock Debt Strategies Fund in Q2 2020 and held it in 12 quarters.
  • Foundations Investment Advisors's BlackRock Debt Strategies Fund position peaked at $1.98M in Q1 2023.
  • 87 funds tracked by Wall St. Rank held BlackRock Debt Strategies Fund as of Q2 2023.

Based on Foundations Investment Advisors's 13F filing for Q2 2023, filed 19 Jul 2023.