HSA
DSL

HBK Sorce Advisory’s DoubleLine Income Solutions Fund DSL Stock Holding History

HBK Sorce Advisory’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
Q1 		– Sell
-14,660
Closed -$163K – 664
2022
Q4 		$163K Buy
+14,660
New +$166K ﹤0.01% 666

Other funds holding DSL

MGAM
McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HIG
Herr Investment Group Austin, Texas $1.5B AUM 29.27% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

HBK Sorce Advisory's DSL Position: Q1 2023 in Review

HBK Sorce Advisory sold out of DoubleLine Income Solutions Fund (DSL) in Q1 2023, closing a stake of 14,660 shares — an estimated $163K sold.

HBK Sorce Advisory first reported a position in DSL in Q4 2022 and held it in 1 quarter. The position peaked at $163K in Q4 2022. 169 funds tracked by Wall St. Rank hold DSL as of Q1 2023.

  • HBK Sorce Advisory reported no remaining DoubleLine Income Solutions Fund position as of Q1 2023 after selling out during the quarter.
  • HBK Sorce Advisory sold 14,660 DoubleLine Income Solutions Fund shares in Q1 2023, an estimated $163K.
  • HBK Sorce Advisory first reported a position in DoubleLine Income Solutions Fund in Q4 2022 and held it in 1 quarter.
  • HBK Sorce Advisory's DoubleLine Income Solutions Fund position peaked at $163K in Q4 2022.
  • 169 funds tracked by Wall St. Rank held DoubleLine Income Solutions Fund as of Q1 2023.

Based on HBK Sorce Advisory's 13F filing for Q1 2023, filed 15 May 2023.