H6H
TBLD

Hightower 6M Holding’s Thornburg Income Builder Opportunities Trust TBLD Stock Holding History

Hightower 6M Holding’s Portfolio TBLD Stock Details TBLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		$423K Buy
33,234
+21,318
+179% +$311K 0.04% 137
2022
Q2 		$173K Buy
+11,916
New +$187K 0.01% 312

Other funds holding TBLD

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
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Hightower 6M Holding's TBLD Position: Q3 2022 in Review

Hightower 6M Holding increased its Thornburg Income Builder Opportunities Trust (TBLD) stake by 179% in Q3 2022, buying an estimated $311K and bringing the position to 33,234 shares worth $423K. The position accounts for 0.04% of the portfolio, ranked #137.

Hightower 6M Holding first reported a position in TBLD in Q2 2022 and has held it in 2 quarters since. 36 funds tracked by Wall St. Rank hold TBLD as of Q3 2022.

  • Hightower 6M Holding held 33,234 shares of Thornburg Income Builder Opportunities Trust worth $423K as of Q3 2022.
  • Hightower 6M Holding bought 21,318 Thornburg Income Builder Opportunities Trust shares in Q3 2022, an estimated $311K.
  • Thornburg Income Builder Opportunities Trust made up 0.04% of Hightower 6M Holding's portfolio in Q3 2022, its #137 holding.
  • Hightower 6M Holding first reported a position in Thornburg Income Builder Opportunities Trust in Q2 2022 and has held it in 2 quarters since.
  • 36 funds tracked by Wall St. Rank held Thornburg Income Builder Opportunities Trust as of Q3 2022.

Based on Hightower 6M Holding's 13F filing for Q3 2022, filed 25 Oct 2022.