SWP
OPP

Significant Wealth Partners’s RiverNorth/DoubleLine Strategic Opportunity Fund OPP Stock Holding History

Significant Wealth Partners’s Portfolio OPP Stock Details OPP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-193,007
Closed -$1.59M – 178
2023
Q4 		$1.59M Buy
+193,007
New +$1.51M 1.16% 26

Other funds holding OPP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MP
Mangrove Partners Greenwich, Connecticut $1.24B AUM 41.74% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Significant Wealth Partners's OPP Position: Q1 2024 in Review

Significant Wealth Partners sold out of RiverNorth/DoubleLine Strategic Opportunity Fund (OPP) in Q1 2024, closing a stake of 193,007 shares — an estimated $1.59M sold.

Significant Wealth Partners first reported a position in OPP in Q4 2023 and held it in 1 quarter. The position peaked at $1.59M in Q4 2023. 57 funds tracked by Wall St. Rank hold OPP as of Q1 2024.

  • Significant Wealth Partners reported no remaining RiverNorth/DoubleLine Strategic Opportunity Fund position as of Q1 2024 after selling out during the quarter.
  • Significant Wealth Partners sold 193,007 RiverNorth/DoubleLine Strategic Opportunity Fund shares in Q1 2024, an estimated $1.59M.
  • Significant Wealth Partners first reported a position in RiverNorth/DoubleLine Strategic Opportunity Fund in Q4 2023 and held it in 1 quarter.
  • Significant Wealth Partners's RiverNorth/DoubleLine Strategic Opportunity Fund position peaked at $1.59M in Q4 2023.
  • 57 funds tracked by Wall St. Rank held RiverNorth/DoubleLine Strategic Opportunity Fund as of Q1 2024.

Based on Significant Wealth Partners's 13F filing for Q1 2024, filed 7 May 2024.