WIM
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WealthPlan Investment Management’s DoubleLine Income Solutions Fund DSL Stock Holding History

WealthPlan Investment Management’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
2023
Q1 		– Sell
-10,899
Closed -$133K – 468
2022
Q4 		$133K Sell
10,899
-3,000
-22% -$34.1K 0.01% 381
2022
Q3 		$168K Buy
+13,899
New +$171K 0.01% 355

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UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HIG
Herr Investment Group Austin, Texas $1.5B AUM 29.27% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

WealthPlan Investment Management's DSL Position: Q1 2023 in Review

WealthPlan Investment Management sold out of DoubleLine Income Solutions Fund (DSL) in Q1 2023, closing a stake of 10,899 shares — an estimated $133K sold.

WealthPlan Investment Management first reported a position in DSL in Q3 2022 and held it in 2 quarters. The position peaked at $168K in Q3 2022. 170 funds tracked by Wall St. Rank hold DSL as of Q1 2023.

  • WealthPlan Investment Management reported no remaining DoubleLine Income Solutions Fund position as of Q1 2023 after selling out during the quarter.
  • WealthPlan Investment Management sold 10,899 DoubleLine Income Solutions Fund shares in Q1 2023, an estimated $133K.
  • WealthPlan Investment Management first reported a position in DoubleLine Income Solutions Fund in Q3 2022 and held it in 2 quarters.
  • WealthPlan Investment Management's DoubleLine Income Solutions Fund position peaked at $168K in Q3 2022.
  • 170 funds tracked by Wall St. Rank held DoubleLine Income Solutions Fund as of Q1 2023.

Based on WealthPlan Investment Management's 13F filing for Q1 2023, filed 8 May 2023.