SAM
DLY

Synergy Asset Management’s DoubleLine Yield Opportunities Fund DLY Stock Holding History

Synergy Asset Management’s Portfolio DLY Stock Details DLY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-38
Closed -$630 – 245
2024
Q4 		$630 Buy
+38
New +$616 ﹤0.01% 758

Other funds holding DLY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LWM
LeConte Wealth Management Maryville, Tennessee $155M AUM 18.37% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
JAG
Journey Advisory Group Covington, Kentucky $1.17B AUM 20.21% 1-Year Est. Return

Synergy Asset Management's DLY Position: Q1 2025 in Review

Synergy Asset Management sold out of DoubleLine Yield Opportunities Fund (DLY) in Q1 2025, closing a stake of 38 shares — an estimated $630 sold.

Synergy Asset Management first reported a position in DLY in Q4 2024 and held it in 1 quarter. The position peaked at $630 in Q4 2024. 71 funds tracked by Wall St. Rank hold DLY as of Q1 2025.

  • Synergy Asset Management reported no remaining DoubleLine Yield Opportunities Fund position as of Q1 2025 after selling out during the quarter.
  • Synergy Asset Management sold 38 DoubleLine Yield Opportunities Fund shares in Q1 2025, an estimated $630.
  • Synergy Asset Management first reported a position in DoubleLine Yield Opportunities Fund in Q4 2024 and held it in 1 quarter.
  • Synergy Asset Management's DoubleLine Yield Opportunities Fund position peaked at $630 in Q4 2024.
  • 71 funds tracked by Wall St. Rank held DoubleLine Yield Opportunities Fund as of Q1 2025.

Based on Synergy Asset Management's 13F filing for Q1 2025, filed 22 Apr 2025.