Steward Partners Investment Advisory’s RiverNorth/DoubleLine Strategic Opportunity Fund OPP Stock Holding History

Steward Partners Investment Advisory’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 Q4	–	Sell	-2,330	Closed	-$20.9K	–	4058
2024 Q3	$20.9K	Hold	2,330	–	–	﹤0.01%	2645
2024 Q2	$19.9K	Hold	2,330	–	–	﹤0.01%	2544
2024 Q1	$19.8K	Sell	2,330 -103	-4%	-$853	﹤0.01%	2533
2023 Q4	$20.1K	Hold	2,433	–	–	﹤0.01%	2407
2023 Q3	$19K	Hold	2,433	–	–	﹤0.01%	2332
2023 Q2	$20.5K	Buy	2,433 +1,924	+378%	+$15.8K	﹤0.01%	2276
2023 Q1	$4.31K	Buy	509 +103	+25%	+$889	﹤0.01%	2826
2022 Q4	$3.48K	Hold	406	–	–	﹤0.01%	2889
2022 Q3	$4K	Hold	406	–	–	﹤0.01%	2869
2022 Q2	$4K	Buy	+406	New	+$4.51K	﹤0.01%	2855

Other funds holding OPP

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

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

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Steward Partners Investment Advisory's OPP Position: Q4 2024 in Review

Steward Partners Investment Advisory sold out of RiverNorth/DoubleLine Strategic Opportunity Fund (OPP) in Q4 2024, closing a stake of 2,330 shares — an estimated $20.9K sold.

Steward Partners Investment Advisory first reported a position in OPP in Q2 2022 and held it in 10 quarters. The position peaked at $20.9K in Q3 2024. 57 funds tracked by Wall St. Rank hold OPP as of Q4 2024.

Steward Partners Investment Advisory reported no remaining RiverNorth/DoubleLine Strategic Opportunity Fund position as of Q4 2024 after selling out during the quarter.
Steward Partners Investment Advisory sold 2,330 RiverNorth/DoubleLine Strategic Opportunity Fund shares in Q4 2024, an estimated $20.9K.
Steward Partners Investment Advisory first reported a position in RiverNorth/DoubleLine Strategic Opportunity Fund in Q2 2022 and held it in 10 quarters.
Steward Partners Investment Advisory's RiverNorth/DoubleLine Strategic Opportunity Fund position peaked at $20.9K in Q3 2024.
57 funds tracked by Wall St. Rank held RiverNorth/DoubleLine Strategic Opportunity Fund as of Q4 2024.

Based on Steward Partners Investment Advisory's 13F filing for Q4 2024, filed 6 Feb 2025.