RIA
DHY

Regal Investment Advisors’s Credit Suisse High Yield Credit Fund DHY Stock Holding History

Regal Investment Advisors’s Portfolio DHY Stock Details DHY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-19,221
Closed -$38.1K – 584
2023
Q4 		$38.1K Hold
19,221
– – ﹤0.01% 540
2023
Q3 		$36.1K Hold
19,221
– – ﹤0.01% 494
2023
Q2 		$36.3K Sell
19,221
-15,000
-44% -$28.4K ﹤0.01% 510
2023
Q1 		$64.7K Buy
+34,221
New +$64K 0.01% 501

Other funds holding DHY

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LCM
Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PAS
Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return

Regal Investment Advisors's DHY Position: Q1 2024 in Review

Regal Investment Advisors sold out of Credit Suisse High Yield Credit Fund (DHY) in Q1 2024, closing a stake of 19,221 shares — an estimated $38.1K sold.

Regal Investment Advisors first reported a position in DHY in Q1 2023 and held it in 4 quarters. The position peaked at $64.7K in Q1 2023. 69 funds tracked by Wall St. Rank hold DHY as of Q1 2024.

  • Regal Investment Advisors reported no remaining Credit Suisse High Yield Credit Fund position as of Q1 2024 after selling out during the quarter.
  • Regal Investment Advisors sold 19,221 Credit Suisse High Yield Credit Fund shares in Q1 2024, an estimated $38.1K.
  • Regal Investment Advisors first reported a position in Credit Suisse High Yield Credit Fund in Q1 2023 and held it in 4 quarters.
  • Regal Investment Advisors's Credit Suisse High Yield Credit Fund position peaked at $64.7K in Q1 2023.
  • 69 funds tracked by Wall St. Rank held Credit Suisse High Yield Credit Fund as of Q1 2024.

Based on Regal Investment Advisors's 13F filing for Q1 2024, filed 15 May 2024.