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FourThought Financial Partners’s BlackRock Debt Strategies Fund DSU Stock Holding History

FourThought Financial Partners’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
Q4 		– Sell
-10,134
Closed -$104K – 328
2023
Q3 		$104K Sell
10,134
-1,611
-14% -$16.2K 0.01% 304
2023
Q2 		$115K Sell
11,745
-6,320
-35% -$60.4K 0.02% 321
2023
Q1 		$172K Sell
18,065
-2,015
-10% -$19.4K 0.02% 311
2022
Q4 		$185K Buy
+20,080
New +$187K 0.03% 313

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
WCMNY
Westchester Capital Management (New York) Valhalla, New York $2.21B AUM 26.02% 1-Year Est. Return

FourThought Financial Partners's DSU Position: Q4 2023 in Review

FourThought Financial Partners sold out of BlackRock Debt Strategies Fund (DSU) in Q4 2023, closing a stake of 10,134 shares — an estimated $104K sold.

FourThought Financial Partners first reported a position in DSU in Q4 2022 and held it in 4 quarters. The position peaked at $185K in Q4 2022. 81 funds tracked by Wall St. Rank hold DSU as of Q4 2023.

  • FourThought Financial Partners reported no remaining BlackRock Debt Strategies Fund position as of Q4 2023 after selling out during the quarter.
  • FourThought Financial Partners sold 10,134 BlackRock Debt Strategies Fund shares in Q4 2023, an estimated $104K.
  • FourThought Financial Partners first reported a position in BlackRock Debt Strategies Fund in Q4 2022 and held it in 4 quarters.
  • FourThought Financial Partners's BlackRock Debt Strategies Fund position peaked at $185K in Q4 2022.
  • 81 funds tracked by Wall St. Rank held BlackRock Debt Strategies Fund as of Q4 2023.

Based on FourThought Financial Partners's 13F filing for Q4 2023, filed 6 Feb 2024.