SFMG Wealth Advisors’s BlackRock Debt Strategies Fund DSU Stock Holding History

SFMG Wealth Advisors’s Portfolio DSU Stock Details DSU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-18,708	Closed	-$192K	–	278
2023 Q3	$192K	Hold	18,708	–	–	0.02%	223
2023 Q2	$183K	Hold	18,708	–	–	0.02%	235
2023 Q1	$178K	Hold	18,708	–	–	0.02%	237
2022 Q4	$172K	Hold	18,708	–	–	0.02%	235
2022 Q3	$170K	Hold	18,708	–	–	0.02%	226
2022 Q2	$171K	Sell	18,708 -390	-2%	-$3.79K	0.02%	244
2022 Q1	$199K	Sell	19,098 -943	-5%	-$10.2K	0.02%	275
2021 Q4	$234K	Buy	20,041 +1,333	+7%	+$15.6K	0.02%	247
2021 Q3	$216K	Hold	18,708	–	–	0.02%	229
2021 Q2	$214K	Sell	18,708 -8,840	-32%	-$98.8K	0.02%	236
2021 Q1	$303K	Buy	+27,548	New	+$295K	0.04%	185

Other funds holding DSU

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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

OHA

Oak Hill Advisors New York $878M AUM 106.46% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

ECA

Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

WCMNY

Westchester Capital Management (New York) Valhalla, New York $2.21B AUM 26.02% 1-Year Est. Return

SFMG Wealth Advisors's DSU Position: Q4 2023 in Review

SFMG Wealth Advisors sold out of BlackRock Debt Strategies Fund (DSU) in Q4 2023, closing a stake of 18,708 shares — an estimated $192K sold.

SFMG Wealth Advisors first reported a position in DSU in Q1 2021 and held it in 11 quarters. The position peaked at $303K in Q1 2021. 81 funds tracked by Wall St. Rank hold DSU as of Q4 2023.

SFMG Wealth Advisors reported no remaining BlackRock Debt Strategies Fund position as of Q4 2023 after selling out during the quarter.
SFMG Wealth Advisors sold 18,708 BlackRock Debt Strategies Fund shares in Q4 2023, an estimated $192K.
SFMG Wealth Advisors first reported a position in BlackRock Debt Strategies Fund in Q1 2021 and held it in 11 quarters.
SFMG Wealth Advisors's BlackRock Debt Strategies Fund position peaked at $303K in Q1 2021.
81 funds tracked by Wall St. Rank held BlackRock Debt Strategies Fund as of Q4 2023.

Based on SFMG Wealth Advisors's 13F filing for Q4 2023, filed 30 Jan 2024.