Truist Financial
DSL

Truist Financial’s DoubleLine Income Solutions Fund DSL Stock Holding History

Truist Financial’s Portfolio DSL Stock Details DSL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-14,972
Closed -$187K – 2572
2024
Q2 		$187K Sell
14,972
-5,731
-28% -$71.3K ﹤0.01% 2526
2024
Q1 		$263K Sell
20,703
-112,911
-85% -$1.42M ﹤0.01% 2354
2023
Q4 		$1.64M Buy
133,614
+2,953
+2% +$34K ﹤0.01% 1367
2023
Q3 		$1.53M Sell
130,661
-3,186
-2% -$38.1K ﹤0.01% 1370
2023
Q2 		$1.59M Sell
133,847
-25,671
-16% -$299K ﹤0.01% 1354
2023
Q1 		$1.81M Buy
159,518
+34,186
+27% +$408K ﹤0.01% 1270
2022
Q4 		$1.39M Sell
125,332
-14,346
-10% -$163K ﹤0.01% 1395
2022
Q3 		$1.51M Sell
139,678
-12,702
-8% -$156K ﹤0.01% 1323
2022
Q2 		$1.85M Sell
152,380
-19,970
-12% -$264K ﹤0.01% 1257
2022
Q1 		$2.5M Sell
172,350
-2,723
-2% -$41K ﹤0.01% 1202
2021
Q4 		$2.82M Buy
175,073
+719
+0.4% +$12.3K ﹤0.01% 1114
2021
Q3 		$3.1M Buy
174,354
+10,452
+6% +$187K 0.01% 1069
2021
Q2 		$2.96M Sell
163,902
-2,588
-2% -$46.9K ﹤0.01% 1096
2021
Q1 		$3.02M Buy
166,490
+4,904
+3% +$84.9K 0.01% 1047
2020
Q4 		$2.68M Sell
161,586
-17,596
-10% -$286K 0.01% 1050
2020
Q3 		$2.87M Sell
179,182
-21,045
-11% -$337K 0.01% 934
2020
Q2 		$3.08M Sell
200,227
-64,263
-24% -$890K 0.01% 866
2020
Q1 		$3.53M Buy
264,490
+37,498
+17% +$689K 0.01% 770
2019
Q4 		$4.49M Buy
+226,992
New +$4.5M 0.01% 788

Other funds holding DSL

MGAM
McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Truist Financial's DSL Position: Q3 2024 in Review

Truist Financial sold out of DoubleLine Income Solutions Fund (DSL) in Q3 2024, closing a stake of 14,972 shares — an estimated $187K sold.

Truist Financial first reported a position in DSL in Q4 2019 and held it in 19 quarters. The position peaked at $4.49M in Q4 2019. 176 funds tracked by Wall St. Rank hold DSL as of Q3 2024.

  • Truist Financial reported no remaining DoubleLine Income Solutions Fund position as of Q3 2024 after selling out during the quarter.
  • Truist Financial sold 14,972 DoubleLine Income Solutions Fund shares in Q3 2024, an estimated $187K.
  • Truist Financial first reported a position in DoubleLine Income Solutions Fund in Q4 2019 and held it in 19 quarters.
  • Truist Financial's DoubleLine Income Solutions Fund position peaked at $4.49M in Q4 2019.
  • 176 funds tracked by Wall St. Rank held DoubleLine Income Solutions Fund as of Q3 2024.

Based on Truist Financial's 13F filing for Q3 2024, filed 13 Nov 2024.