HighTower Advisors
TBLD

HighTower Advisors’s Thornburg Income Builder Opportunities Trust TBLD Stock Holding History

HighTower Advisors’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
2023
Q1 		– Sell
-37,535
Closed -$536K – 3665
2022
Q4 		$536K Buy
+37,535
New +$521K ﹤0.01% 2089

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
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
AW
Atlas Wealth Cincinnati, Ohio $334M AUM 11.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return

HighTower Advisors's TBLD Position: Q1 2023 in Review

HighTower Advisors sold out of Thornburg Income Builder Opportunities Trust (TBLD) in Q1 2023, closing a stake of 37,535 shares — an estimated $536K sold.

HighTower Advisors first reported a position in TBLD in Q4 2022 and held it in 1 quarter. The position peaked at $536K in Q4 2022. 32 funds tracked by Wall St. Rank hold TBLD as of Q1 2023.

  • HighTower Advisors reported no remaining Thornburg Income Builder Opportunities Trust position as of Q1 2023 after selling out during the quarter.
  • HighTower Advisors sold 37,535 Thornburg Income Builder Opportunities Trust shares in Q1 2023, an estimated $536K.
  • HighTower Advisors first reported a position in Thornburg Income Builder Opportunities Trust in Q4 2022 and held it in 1 quarter.
  • HighTower Advisors's Thornburg Income Builder Opportunities Trust position peaked at $536K in Q4 2022.
  • 32 funds tracked by Wall St. Rank held Thornburg Income Builder Opportunities Trust as of Q1 2023.

Based on HighTower Advisors's 13F filing for Q1 2023, filed 12 May 2023.