FWM
OPP

FSA Wealth Management’s RiverNorth/DoubleLine Strategic Opportunity Fund OPP Stock Holding History

FSA Wealth Management’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
2024
Q1 		$8.62K Hold
1,012
– – ﹤0.01% 352
2023
Q4 		$8K Buy
+1,012
New +$7.9K ﹤0.01% 357
2021
Q1 		– Sell
-6,755
Closed -$96K – 184
2020
Q4 		$96K Buy
+6,755
New +$93.9K 0.05% 86
2020
Q3 		– Sell
-5,364
Closed -$74K – 258
2020
Q2 		$74K Buy
+5,364
New +$71K 0.05% 95

Other funds holding OPP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MP
Mangrove Partners Greenwich, Connecticut $1.24B AUM 41.74% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

FSA Wealth Management's OPP Position: Q1 2024 in Review

FSA Wealth Management held its RiverNorth/DoubleLine Strategic Opportunity Fund (OPP) position steady in Q1 2024 at 1,012 shares worth $8.62K. The position accounts for ﹤0.01% of the portfolio, ranked #352.

FSA Wealth Management first reported a position in OPP in Q2 2020 and has held it in 4 quarters since. The position peaked at $96K in Q4 2020. 57 funds tracked by Wall St. Rank hold OPP as of Q1 2024.

  • FSA Wealth Management held 1,012 shares of RiverNorth/DoubleLine Strategic Opportunity Fund worth $8.62K as of Q1 2024.
  • FSA Wealth Management left its RiverNorth/DoubleLine Strategic Opportunity Fund share count unchanged in Q1 2024.
  • RiverNorth/DoubleLine Strategic Opportunity Fund made up ﹤0.01% of FSA Wealth Management's portfolio in Q1 2024, its #352 holding.
  • FSA Wealth Management first reported a position in RiverNorth/DoubleLine Strategic Opportunity Fund in Q2 2020 and has held it in 4 quarters since.
  • FSA Wealth Management's RiverNorth/DoubleLine Strategic Opportunity Fund position peaked at $96K in Q4 2020.
  • 57 funds tracked by Wall St. Rank held RiverNorth/DoubleLine Strategic Opportunity Fund as of Q1 2024.

Based on FSA Wealth Management's 13F filing for Q1 2024, filed 16 May 2024.