FIA
OPP

Foundations Investment Advisors’s RiverNorth/DoubleLine Strategic Opportunity Fund OPP Stock Holding History

Foundations Investment Advisors’s Portfolio OPP Stock Details OPP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-13,738
Closed -$116K – 667
2023
Q2 		$116K Sell
13,738
-15,869
-54% -$131K ﹤0.01% 559
2023
Q1 		$250K Hold
29,607
– – 0.01% 430
2022
Q4 		$254K Hold
29,607
– – 0.01% 373
2022
Q3 		$269K Hold
29,607
– – 0.01% 335
2022
Q2 		$325K Buy
+29,607
New +$329K 0.01% 290

Other funds holding OPP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CCP
Clough Capital Partners Boston, Massachusetts $1.04B AUM 49.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
QL
Quarry LP New York $558M AUM 23.92% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Foundations Investment Advisors's OPP Position: Q3 2023 in Review

Foundations Investment Advisors sold out of RiverNorth/DoubleLine Strategic Opportunity Fund (OPP) in Q3 2023, closing a stake of 13,738 shares — an estimated $116K sold.

Foundations Investment Advisors first reported a position in OPP in Q2 2022 and held it in 5 quarters. The position peaked at $325K in Q2 2022. 52 funds tracked by Wall St. Rank hold OPP as of Q3 2023.

  • Foundations Investment Advisors reported no remaining RiverNorth/DoubleLine Strategic Opportunity Fund position as of Q3 2023 after selling out during the quarter.
  • Foundations Investment Advisors sold 13,738 RiverNorth/DoubleLine Strategic Opportunity Fund shares in Q3 2023, an estimated $116K.
  • Foundations Investment Advisors first reported a position in RiverNorth/DoubleLine Strategic Opportunity Fund in Q2 2022 and held it in 5 quarters.
  • Foundations Investment Advisors's RiverNorth/DoubleLine Strategic Opportunity Fund position peaked at $325K in Q2 2022.
  • 52 funds tracked by Wall St. Rank held RiverNorth/DoubleLine Strategic Opportunity Fund as of Q3 2023.

Based on Foundations Investment Advisors's 13F filing for Q3 2023, filed 5 Oct 2023.