GWMIA
DHY

Global Wealth Management Investment Advisory’s Credit Suisse High Yield Credit Fund DHY Stock Holding History

Global Wealth Management Investment Advisory’s Portfolio DHY Stock Details DHY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-200
Closed -$376 – 478
2023
Q3 		$376 Buy
+200
New +$378 ﹤0.01% 445

Other funds holding DHY

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Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LCM
Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Global Wealth Management Investment Advisory's DHY Position: Q4 2023 in Review

Global Wealth Management Investment Advisory sold out of Credit Suisse High Yield Credit Fund (DHY) in Q4 2023, closing a stake of 200 shares — an estimated $376 sold.

Global Wealth Management Investment Advisory first reported a position in DHY in Q3 2023 and held it in 1 quarter. The position peaked at $376 in Q3 2023. 60 funds tracked by Wall St. Rank hold DHY as of Q4 2023.

  • Global Wealth Management Investment Advisory reported no remaining Credit Suisse High Yield Credit Fund position as of Q4 2023 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 200 Credit Suisse High Yield Credit Fund shares in Q4 2023, an estimated $376.
  • Global Wealth Management Investment Advisory first reported a position in Credit Suisse High Yield Credit Fund in Q3 2023 and held it in 1 quarter.
  • Global Wealth Management Investment Advisory's Credit Suisse High Yield Credit Fund position peaked at $376 in Q3 2023.
  • 60 funds tracked by Wall St. Rank held Credit Suisse High Yield Credit Fund as of Q4 2023.

Based on Global Wealth Management Investment Advisory's 13F filing for Q4 2023, filed 5 Feb 2024.