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 New York $1.89T AUM 35.08% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

OHA

Oak Hill Advisors New York $701M AUM 78.4% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

ECA

Elevated Capital Advisors Sandy, Utah $364M AUM 17.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

WCMNY

Westchester Capital Management (New York) Valhalla, New York $2.04B AUM 31.03% 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.