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LGT Financial Advisors’s BlackRock Debt Strategies Fund DSU Stock Holding History

LGT Financial Advisors’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
Q4 		– Sell
-912
Closed -$9.37K – 879
2023
Q3 		$9.37K Buy
+912
New +$9.19K 0.01% 492

Other funds holding DSU

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
OHA
Oak Hill Advisors New York $878M AUM 106.46% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
WCMNY
Westchester Capital Management (New York) Valhalla, New York $2.21B AUM 26.02% 1-Year Est. Return

LGT Financial Advisors's DSU Position: Q4 2023 in Review

LGT Financial Advisors sold out of BlackRock Debt Strategies Fund (DSU) in Q4 2023, closing a stake of 912 shares — an estimated $9.37K sold.

LGT Financial Advisors first reported a position in DSU in Q3 2023 and held it in 1 quarter. The position peaked at $9.37K in Q3 2023. 81 funds tracked by Wall St. Rank hold DSU as of Q4 2023.

  • LGT Financial Advisors reported no remaining BlackRock Debt Strategies Fund position as of Q4 2023 after selling out during the quarter.
  • LGT Financial Advisors sold 912 BlackRock Debt Strategies Fund shares in Q4 2023, an estimated $9.37K.
  • LGT Financial Advisors first reported a position in BlackRock Debt Strategies Fund in Q3 2023 and held it in 1 quarter.
  • LGT Financial Advisors's BlackRock Debt Strategies Fund position peaked at $9.37K in Q3 2023.
  • 81 funds tracked by Wall St. Rank held BlackRock Debt Strategies Fund as of Q4 2023.

Based on LGT Financial Advisors's 13F filing for Q4 2023, filed 12 Feb 2024.