HFS
DSL

Heritage Financial Services’s DoubleLine Income Solutions Fund DSL Stock Holding History

Heritage Financial Services’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
2022
Q3 		– Sell
-2,574
Closed -$31K – 174
2022
Q2 		$31K Buy
+2,574
New +$34K 0.02% 199

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Heritage Financial Services's DSL Position: Q3 2022 in Review

Heritage Financial Services sold out of DoubleLine Income Solutions Fund (DSL) in Q3 2022, closing a stake of 2,574 shares — an estimated $31K sold.

Heritage Financial Services first reported a position in DSL in Q2 2022 and held it in 1 quarter. The position peaked at $31K in Q2 2022. 173 funds tracked by Wall St. Rank hold DSL as of Q3 2022.

  • Heritage Financial Services reported no remaining DoubleLine Income Solutions Fund position as of Q3 2022 after selling out during the quarter.
  • Heritage Financial Services sold 2,574 DoubleLine Income Solutions Fund shares in Q3 2022, an estimated $31K.
  • Heritage Financial Services first reported a position in DoubleLine Income Solutions Fund in Q2 2022 and held it in 1 quarter.
  • Heritage Financial Services's DoubleLine Income Solutions Fund position peaked at $31K in Q2 2022.
  • 173 funds tracked by Wall St. Rank held DoubleLine Income Solutions Fund as of Q3 2022.

Based on Heritage Financial Services's 13F filing for Q3 2022, filed 3 Nov 2022.