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Money Concepts Capital’s BlackRock Debt Strategies Fund DSU Stock Holding History

Money Concepts Capital’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
Q1 		– Sell
-11,878
Closed -$109K – 1103
2022
Q4 		$109K Buy
+11,878
New +$111K ﹤0.01% 933
2022
Q2 		– Sell
-4,291
Closed -$45K – 1726
2022
Q1 		$45K Buy
+4,291
New +$46.6K ﹤0.01% 1274

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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Money Concepts Capital's DSU Position: Q1 2023 in Review

Money Concepts Capital sold out of BlackRock Debt Strategies Fund (DSU) in Q1 2023, closing a stake of 11,878 shares — an estimated $109K sold.

Money Concepts Capital first reported a position in DSU in Q1 2022 and held it in 2 quarters. The position peaked at $109K in Q4 2022. 97 funds tracked by Wall St. Rank hold DSU as of Q1 2023.

  • Money Concepts Capital reported no remaining BlackRock Debt Strategies Fund position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 11,878 BlackRock Debt Strategies Fund shares in Q1 2023, an estimated $109K.
  • Money Concepts Capital first reported a position in BlackRock Debt Strategies Fund in Q1 2022 and held it in 2 quarters.
  • Money Concepts Capital's BlackRock Debt Strategies Fund position peaked at $109K in Q4 2022.
  • 97 funds tracked by Wall St. Rank held BlackRock Debt Strategies Fund as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.