PWP
DSL

Precedent Wealth Partners’s DoubleLine Income Solutions Fund DSL Stock Holding History

Precedent Wealth Partners’s Portfolio DSL Stock Details DSL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-10,014
Closed -$126K – 158
2024
Q4 		$126K Buy
+10,014
New +$127K 0.04% 148

Other funds holding DSL

MGAM
McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LWM
LeConte Wealth Management Maryville, Tennessee $155M AUM 18.37% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Precedent Wealth Partners's DSL Position: Q1 2025 in Review

Precedent Wealth Partners sold out of DoubleLine Income Solutions Fund (DSL) in Q1 2025, closing a stake of 10,014 shares — an estimated $126K sold.

Precedent Wealth Partners first reported a position in DSL in Q4 2024 and held it in 1 quarter. The position peaked at $126K in Q4 2024. 178 funds tracked by Wall St. Rank hold DSL as of Q1 2025.

  • Precedent Wealth Partners reported no remaining DoubleLine Income Solutions Fund position as of Q1 2025 after selling out during the quarter.
  • Precedent Wealth Partners sold 10,014 DoubleLine Income Solutions Fund shares in Q1 2025, an estimated $126K.
  • Precedent Wealth Partners first reported a position in DoubleLine Income Solutions Fund in Q4 2024 and held it in 1 quarter.
  • Precedent Wealth Partners's DoubleLine Income Solutions Fund position peaked at $126K in Q4 2024.
  • 178 funds tracked by Wall St. Rank held DoubleLine Income Solutions Fund as of Q1 2025.

Based on Precedent Wealth Partners's 13F filing for Q1 2025, filed 17 Apr 2025.