OLVIG
TSI

Oliver Lagore Vanvalin Investment Group’s TCW Strategic Income Fund TSI Stock Holding History

Oliver Lagore Vanvalin Investment Group’s Portfolio TSI Stock Details TSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-500
Closed -$2K – 767
2022
Q3 		$2K Hold
500
– – ﹤0.01% 543
2022
Q2 		$2K Hold
500
– – ﹤0.01% 518
2022
Q1 		$3K Buy
+500
New +$2.66K ﹤0.01% 483

Other funds holding TSI

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
NCM
Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return
BI
Berkeley Inc Boise, Idaho $298M AUM 9.4% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SIA
SeaBridge Investment Advisors Summit, New Jersey $692M AUM 52.26% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's TSI Position: Q4 2022 in Review

Oliver Lagore Vanvalin Investment Group sold out of TCW Strategic Income Fund (TSI) in Q4 2022, closing a stake of 500 shares — an estimated $2K sold.

Oliver Lagore Vanvalin Investment Group first reported a position in TSI in Q1 2022 and held it in 3 quarters. The position peaked at $3K in Q1 2022. 59 funds tracked by Wall St. Rank hold TSI as of Q4 2022.

  • Oliver Lagore Vanvalin Investment Group reported no remaining TCW Strategic Income Fund position as of Q4 2022 after selling out during the quarter.
  • Oliver Lagore Vanvalin Investment Group sold 500 TCW Strategic Income Fund shares in Q4 2022, an estimated $2K.
  • Oliver Lagore Vanvalin Investment Group first reported a position in TCW Strategic Income Fund in Q1 2022 and held it in 3 quarters.
  • Oliver Lagore Vanvalin Investment Group's TCW Strategic Income Fund position peaked at $3K in Q1 2022.
  • 59 funds tracked by Wall St. Rank held TCW Strategic Income Fund as of Q4 2022.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q4 2022, filed 2 Mar 2023.