Total Clarity Wealth Management’s DoubleLine Opportunistic Credit Fund DBL Stock Holding History

Total Clarity Wealth Management’s Portfolio DBL Stock Details DBL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-3	Closed	–	–	378
2022 Q2	$0	Buy	+3	New	+$48	﹤0.01%	1021
2022 Q1	–	Sell	-3	Closed	–	–	363
2021 Q4	$0	Hold	3	–	–	﹤0.01%	999
2021 Q3	$0	Buy	+3	New	+$59	﹤0.01%	974

Other funds holding DBL

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

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

CRC

Catawba River Capital Lake Wylie, South Carolina $208M AUM 27.6% 1-Year Est. Return

ACP

Aviance Capital Partners Naples, Florida $854M AUM 25.16% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Intellectus Partners San Francisco, California $490M AUM 35.11% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

HKAM

Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return

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

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

Total Clarity Wealth Management's DBL Position: Q3 2022 in Review

Total Clarity Wealth Management sold out of DoubleLine Opportunistic Credit Fund (DBL) in Q3 2022, closing a stake of 3 shares.

Total Clarity Wealth Management first reported a position in DBL in Q3 2021 and held it in 3 quarters. The position peaked at $0 in Q2 2022. 59 funds tracked by Wall St. Rank hold DBL as of Q3 2022.

Total Clarity Wealth Management reported no remaining DoubleLine Opportunistic Credit Fund position as of Q3 2022 after selling out during the quarter.
Total Clarity Wealth Management sold 3 DoubleLine Opportunistic Credit Fund shares in Q3 2022.
Total Clarity Wealth Management first reported a position in DoubleLine Opportunistic Credit Fund in Q3 2021 and held it in 3 quarters.
Total Clarity Wealth Management's DoubleLine Opportunistic Credit Fund position peaked at $0 in Q2 2022.
59 funds tracked by Wall St. Rank held DoubleLine Opportunistic Credit Fund as of Q3 2022.

Based on Total Clarity Wealth Management's 13F filing for Q3 2022, filed 4 Nov 2022.