MW
TBLD

Marcum Wealth’s Thornburg Income Builder Opportunities Trust TBLD Stock Holding History

Marcum Wealth’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
2022
Q1 		– Sell
-20,000
Closed -$373K – 405
2021
Q4 		$373K Hold
20,000
– – 0.05% 208
2021
Q3 		$401K Buy
+20,000
New +$403K 0.06% 191

Other funds holding TBLD

PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LGWM
Litman Gregory Wealth Management Larkspur, California $1.37B AUM 16.95% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Marcum Wealth's TBLD Position: Q1 2022 in Review

Marcum Wealth sold out of Thornburg Income Builder Opportunities Trust (TBLD) in Q1 2022, closing a stake of 20,000 shares — an estimated $373K sold.

Marcum Wealth first reported a position in TBLD in Q3 2021 and held it in 2 quarters. The position peaked at $401K in Q3 2021. 25 funds tracked by Wall St. Rank hold TBLD as of Q1 2022.

  • Marcum Wealth reported no remaining Thornburg Income Builder Opportunities Trust position as of Q1 2022 after selling out during the quarter.
  • Marcum Wealth sold 20,000 Thornburg Income Builder Opportunities Trust shares in Q1 2022, an estimated $373K.
  • Marcum Wealth first reported a position in Thornburg Income Builder Opportunities Trust in Q3 2021 and held it in 2 quarters.
  • Marcum Wealth's Thornburg Income Builder Opportunities Trust position peaked at $401K in Q3 2021.
  • 25 funds tracked by Wall St. Rank held Thornburg Income Builder Opportunities Trust as of Q1 2022.

Based on Marcum Wealth's 13F filing for Q1 2022, filed 20 Apr 2022.