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 New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LWM

LeConte Wealth Management Maryville, Tennessee $184M AUM 29.46% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

World Investment Advisors Santa Barbara, California $6.04B AUM 22.7% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

JAG

Journey Advisory Group Covington, Kentucky $1.31B AUM 24.92% 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. 72 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.
72 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.