Laidlaw Wealth Management’s BlackRock Debt Strategies Fund DSU Stock Holding History

Laidlaw Wealth Management’s Portfolio DSU Stock Details DSU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-28,789	Closed	-$282K	–	292
2023 Q2	$282K	Buy	28,789 +747	+3%	+$7.14K	0.06%	271
2023 Q1	$267K	Buy	28,042 +383	+1%	+$3.69K	0.05%	279
2022 Q4	$254K	Buy	27,659 +3,931	+17%	+$36.6K	0.05%	293
2022 Q3	$212K	Buy	23,728 +1,205	+5%	+$11.4K	0.05%	291
2022 Q2	$206K	Buy	22,523 +3,906	+21%	+$38K	0.04%	342
2022 Q1	$194K	Buy	18,617 +7,399	+66%	+$80.3K	0.03%	377
2021 Q4	$131K	Buy	+11,218	New	+$131K	0.02%	381

Other funds holding DSU

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

OHA

Oak Hill Advisors New York $701M AUM 78.4% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

ECA

Elevated Capital Advisors Sandy, Utah $364M AUM 17.23% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return

Laidlaw Wealth Management's DSU Position: Q3 2023 in Review

Laidlaw Wealth Management sold out of BlackRock Debt Strategies Fund (DSU) in Q3 2023, closing a stake of 28,789 shares — an estimated $282K sold.

Laidlaw Wealth Management first reported a position in DSU in Q4 2021 and held it in 7 quarters. The position peaked at $282K in Q2 2023. 84 funds tracked by Wall St. Rank hold DSU as of Q3 2023.

Laidlaw Wealth Management reported no remaining BlackRock Debt Strategies Fund position as of Q3 2023 after selling out during the quarter.
Laidlaw Wealth Management sold 28,789 BlackRock Debt Strategies Fund shares in Q3 2023, an estimated $282K.
Laidlaw Wealth Management first reported a position in BlackRock Debt Strategies Fund in Q4 2021 and held it in 7 quarters.
Laidlaw Wealth Management's BlackRock Debt Strategies Fund position peaked at $282K in Q2 2023.
84 funds tracked by Wall St. Rank held BlackRock Debt Strategies Fund as of Q3 2023.

Based on Laidlaw Wealth Management's 13F filing for Q3 2023, filed 13 Nov 2023.