SAM
OPP

Synergy Asset Management’s RiverNorth/DoubleLine Strategic Opportunity Fund OPP Stock Holding History

Synergy Asset Management’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
2025
Q1 		– Sell
-1,400
Closed -$12.7K – 597
2024
Q4 		$12.7K Buy
+1,400
New +$12K ﹤0.01% 429

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
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
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Synergy Asset Management sold out of RiverNorth/DoubleLine Strategic Opportunity Fund (OPP) in Q1 2025, closing a stake of 1,400 shares — an estimated $12.7K sold.

Synergy Asset Management first reported a position in OPP in Q4 2024 and held it in 1 quarter. The position peaked at $12.7K in Q4 2024. 49 funds tracked by Wall St. Rank hold OPP as of Q1 2025.

  • Synergy Asset Management reported no remaining RiverNorth/DoubleLine Strategic Opportunity Fund position as of Q1 2025 after selling out during the quarter.
  • Synergy Asset Management sold 1,400 RiverNorth/DoubleLine Strategic Opportunity Fund shares in Q1 2025, an estimated $12.7K.
  • Synergy Asset Management first reported a position in RiverNorth/DoubleLine Strategic Opportunity Fund in Q4 2024 and held it in 1 quarter.
  • Synergy Asset Management's RiverNorth/DoubleLine Strategic Opportunity Fund position peaked at $12.7K in Q4 2024.
  • 49 funds tracked by Wall St. Rank held RiverNorth/DoubleLine Strategic Opportunity Fund as of Q1 2025.

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