Patriot Financial Group Insurance Agency’s DoubleLine Yield Opportunities Fund DLY Stock Holding History

Patriot Financial Group Insurance Agency’s Portfolio DLY Stock Details DLY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-318	Closed	-$6K	–	2083
2021 Q4	$6K	Sell	318 -113	-26%	-$2.16K	﹤0.01%	1645
2021 Q3	$8K	Hold	431	–	–	﹤0.01%	1547
2021 Q2	$9K	Hold	431	–	–	﹤0.01%	1469
2021 Q1	$8K	Buy	431 +36	+9%	+$689	﹤0.01%	1419
2020 Q4	$7K	Buy	+395	New	+$7.08K	﹤0.01%	1319

Other funds holding DLY

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

PAIM

Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

PFA

Pettinga Financial Advisors Evansville, Indiana $624M AUM 24.87% 1-Year Est. Return

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Patriot Financial Group Insurance Agency's DLY Position: Q1 2022 in Review

Patriot Financial Group Insurance Agency sold out of DoubleLine Yield Opportunities Fund (DLY) in Q1 2022, closing a stake of 318 shares — an estimated $6K sold.

Patriot Financial Group Insurance Agency first reported a position in DLY in Q4 2020 and held it in 5 quarters. The position peaked at $9K in Q2 2021. 52 funds tracked by Wall St. Rank hold DLY as of Q1 2022.

Patriot Financial Group Insurance Agency reported no remaining DoubleLine Yield Opportunities Fund position as of Q1 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 318 DoubleLine Yield Opportunities Fund shares in Q1 2022, an estimated $6K.
Patriot Financial Group Insurance Agency first reported a position in DoubleLine Yield Opportunities Fund in Q4 2020 and held it in 5 quarters.
Patriot Financial Group Insurance Agency's DoubleLine Yield Opportunities Fund position peaked at $9K in Q2 2021.
52 funds tracked by Wall St. Rank held DoubleLine Yield Opportunities Fund as of Q1 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q1 2022, filed 11 May 2022.