IPW
DHY

Impact Partnership Wealth’s Credit Suisse High Yield Credit Fund DHY Stock Holding History

Impact Partnership Wealth’s Portfolio DHY Stock Details DHY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-500
Closed -$940 – 895
2023
Q3 		$940 Buy
+500
New +$944 ﹤0.01% 896

Other funds holding DHY

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PAS
Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LCM
Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Impact Partnership Wealth's DHY Position: Q4 2023 in Review

Impact Partnership Wealth sold out of Credit Suisse High Yield Credit Fund (DHY) in Q4 2023, closing a stake of 500 shares — an estimated $940 sold.

Impact Partnership Wealth first reported a position in DHY in Q3 2023 and held it in 1 quarter. The position peaked at $940 in Q3 2023. 60 funds tracked by Wall St. Rank hold DHY as of Q4 2023.

  • Impact Partnership Wealth reported no remaining Credit Suisse High Yield Credit Fund position as of Q4 2023 after selling out during the quarter.
  • Impact Partnership Wealth sold 500 Credit Suisse High Yield Credit Fund shares in Q4 2023, an estimated $940.
  • Impact Partnership Wealth first reported a position in Credit Suisse High Yield Credit Fund in Q3 2023 and held it in 1 quarter.
  • Impact Partnership Wealth's Credit Suisse High Yield Credit Fund position peaked at $940 in Q3 2023.
  • 60 funds tracked by Wall St. Rank held Credit Suisse High Yield Credit Fund as of Q4 2023.

Based on Impact Partnership Wealth's 13F filing for Q4 2023, filed 14 Feb 2024.