Guardian Wealth Advisors (North Carolina)’s DoubleLine Income Solutions Fund DSL Stock Holding History

Guardian Wealth Advisors (North Carolina)’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 Q2	–	Sell	-21,856	Closed	-$249K	–	420
2023 Q1	$249K	Hold	21,856	–	–	0.04%	184
2022 Q4	$242K	Sell	21,856 -9,100	-29%	-$103K	0.05%	173
2022 Q3	$334K	Hold	30,956	–	–	0.06%	136
2022 Q2	$375K	Buy	+30,956	New	+$409K	0.07%	126

Other funds holding DSL

MGAM

McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

HIG

Herr Investment Group Austin, Texas $1.5B AUM 29.27% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

ACP

Arcus Capital Partners Atlanta, Georgia $278M AUM 14.53% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina)'s DSL Position: Q2 2023 in Review

Guardian Wealth Advisors (North Carolina) sold out of DoubleLine Income Solutions Fund (DSL) in Q2 2023, closing a stake of 21,856 shares — an estimated $249K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in DSL in Q2 2022 and held it in 4 quarters. The position peaked at $375K in Q2 2022. 165 funds tracked by Wall St. Rank hold DSL as of Q2 2023.

Guardian Wealth Advisors (North Carolina) reported no remaining DoubleLine Income Solutions Fund position as of Q2 2023 after selling out during the quarter.
Guardian Wealth Advisors (North Carolina) sold 21,856 DoubleLine Income Solutions Fund shares in Q2 2023, an estimated $249K.
Guardian Wealth Advisors (North Carolina) first reported a position in DoubleLine Income Solutions Fund in Q2 2022 and held it in 4 quarters.
Guardian Wealth Advisors (North Carolina)'s DoubleLine Income Solutions Fund position peaked at $375K in Q2 2022.
165 funds tracked by Wall St. Rank held DoubleLine Income Solutions Fund as of Q2 2023.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2023, filed 14 Aug 2023.