VAG
TSI

VisionPoint Advisory Group’s TCW Strategic Income Fund TSI Stock Holding History

VisionPoint Advisory Group’s Portfolio TSI Stock Details TSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-433
Closed -$1.98K – 881
2023
Q3 		$1.98K Buy
+433
New +$2.02K ﹤0.01% 590

Other funds holding TSI

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BI
Berkeley Inc Boise, Idaho $298M AUM 9.4% 1-Year Est. Return
NCM
Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SIA
SeaBridge Investment Advisors Summit, New Jersey $692M AUM 52.26% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

VisionPoint Advisory Group's TSI Position: Q4 2023 in Review

VisionPoint Advisory Group sold out of TCW Strategic Income Fund (TSI) in Q4 2023, closing a stake of 433 shares — an estimated $1.98K sold.

VisionPoint Advisory Group first reported a position in TSI in Q3 2023 and held it in 1 quarter. The position peaked at $1.98K in Q3 2023. 72 funds tracked by Wall St. Rank hold TSI as of Q4 2023.

  • VisionPoint Advisory Group reported no remaining TCW Strategic Income Fund position as of Q4 2023 after selling out during the quarter.
  • VisionPoint Advisory Group sold 433 TCW Strategic Income Fund shares in Q4 2023, an estimated $1.98K.
  • VisionPoint Advisory Group first reported a position in TCW Strategic Income Fund in Q3 2023 and held it in 1 quarter.
  • VisionPoint Advisory Group's TCW Strategic Income Fund position peaked at $1.98K in Q3 2023.
  • 72 funds tracked by Wall St. Rank held TCW Strategic Income Fund as of Q4 2023.

Based on VisionPoint Advisory Group's 13F filing for Q4 2023, filed 7 Feb 2024.