JSW
DBL

Journey Strategic Wealth’s DoubleLine Opportunistic Credit Fund DBL Stock Holding History

Journey Strategic Wealth’s Portfolio DBL Stock Details DBL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-14,265
Closed -$226K – 518
2024
Q3 		$226K Sell
14,265
-900
-6% -$14.2K 0.01% 432
2024
Q2 		$233K Buy
+15,165
New +$228K 0.01% 323

Other funds holding DBL

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return
TPWM
Twelve Points Wealth Management Concord, Massachusetts $455M AUM 19.98% 1-Year Est. Return
IP
Intellectus Partners San Francisco, California $490M AUM 35.11% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Journey Strategic Wealth's DBL Position: Q4 2024 in Review

Journey Strategic Wealth sold out of DoubleLine Opportunistic Credit Fund (DBL) in Q4 2024, closing a stake of 14,265 shares — an estimated $226K sold.

Journey Strategic Wealth first reported a position in DBL in Q2 2024 and held it in 2 quarters. The position peaked at $233K in Q2 2024. 75 funds tracked by Wall St. Rank hold DBL as of Q4 2024.

  • Journey Strategic Wealth reported no remaining DoubleLine Opportunistic Credit Fund position as of Q4 2024 after selling out during the quarter.
  • Journey Strategic Wealth sold 14,265 DoubleLine Opportunistic Credit Fund shares in Q4 2024, an estimated $226K.
  • Journey Strategic Wealth first reported a position in DoubleLine Opportunistic Credit Fund in Q2 2024 and held it in 2 quarters.
  • Journey Strategic Wealth's DoubleLine Opportunistic Credit Fund position peaked at $233K in Q2 2024.
  • 75 funds tracked by Wall St. Rank held DoubleLine Opportunistic Credit Fund as of Q4 2024.

Based on Journey Strategic Wealth's 13F filing for Q4 2024, filed 24 Jan 2025.