PFS
TSI

Prospera Financial Services’s TCW Strategic Income Fund TSI Stock Holding History

Prospera Financial Services’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
Q2 		– Sell
-1,000
Closed -$5K – 2543
2022
Q1 		$5K Buy
+1,000
New +$5.32K ﹤0.01% 2282

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
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
NCM
Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BI
Berkeley Inc Boise, Idaho $298M AUM 9.4% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Prospera Financial Services's TSI Position: Q2 2022 in Review

Prospera Financial Services sold out of TCW Strategic Income Fund (TSI) in Q2 2022, closing a stake of 1,000 shares — an estimated $5K sold.

Prospera Financial Services first reported a position in TSI in Q1 2022 and held it in 1 quarter. The position peaked at $5K in Q1 2022. 63 funds tracked by Wall St. Rank hold TSI as of Q2 2022.

  • Prospera Financial Services reported no remaining TCW Strategic Income Fund position as of Q2 2022 after selling out during the quarter.
  • Prospera Financial Services sold 1,000 TCW Strategic Income Fund shares in Q2 2022, an estimated $5K.
  • Prospera Financial Services first reported a position in TCW Strategic Income Fund in Q1 2022 and held it in 1 quarter.
  • Prospera Financial Services's TCW Strategic Income Fund position peaked at $5K in Q1 2022.
  • 63 funds tracked by Wall St. Rank held TCW Strategic Income Fund as of Q2 2022.

Based on Prospera Financial Services's 13F filing for Q2 2022, filed 8 Aug 2022.