GWM
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GDS Wealth Management’s DoubleLine Income Solutions Fund DSL Stock Holding History

GDS Wealth Management’s Portfolio DSL Stock Details DSL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-22,858
Closed -$268K – 132
2023
Q3 		$268K Hold
22,858
– – 0.04% 103
2023
Q2 		$272K Hold
22,858
– – 0.04% 107
2023
Q1 		$260K Hold
22,858
– – 0.05% 101
2022
Q4 		$253K Hold
22,858
– – 0.05% 107
2022
Q3 		$247K Hold
22,858
– – 0.06% 97
2022
Q2 		$277K Hold
22,858
– – 0.06% 96
2022
Q1 		$309K Hold
22,858
– – 0.07% 93
2021
Q4 		$368K Buy
+22,858
New +$391K 0.08% 87

Other funds holding DSL

MGAM
McGowan Group Asset Management Dallas, Texas $823M AUM 27.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
HIG
Herr Investment Group Austin, Texas $1.5B AUM 29.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

GDS Wealth Management's DSL Position: Q4 2023 in Review

GDS Wealth Management sold out of DoubleLine Income Solutions Fund (DSL) in Q4 2023, closing a stake of 22,858 shares — an estimated $268K sold.

GDS Wealth Management first reported a position in DSL in Q4 2021 and held it in 8 quarters. The position peaked at $368K in Q4 2021. 177 funds tracked by Wall St. Rank hold DSL as of Q4 2023.

  • GDS Wealth Management reported no remaining DoubleLine Income Solutions Fund position as of Q4 2023 after selling out during the quarter.
  • GDS Wealth Management sold 22,858 DoubleLine Income Solutions Fund shares in Q4 2023, an estimated $268K.
  • GDS Wealth Management first reported a position in DoubleLine Income Solutions Fund in Q4 2021 and held it in 8 quarters.
  • GDS Wealth Management's DoubleLine Income Solutions Fund position peaked at $368K in Q4 2021.
  • 177 funds tracked by Wall St. Rank held DoubleLine Income Solutions Fund as of Q4 2023.

Based on GDS Wealth Management's 13F filing for Q4 2023, filed 7 Feb 2024.