WPA
DSL

West Paces Advisors’s DoubleLine Income Solutions Fund DSL Stock Holding History

West Paces Advisors’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
2021
Q3 		– Sell
-250
Closed -$4.52K – 584
2021
Q2 		$4.52K Buy
+250
New +$4.53K ﹤0.01% 439

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UBS Group
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Wells Fargo
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Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

West Paces Advisors's DSL Position: Q3 2021 in Review

West Paces Advisors sold out of DoubleLine Income Solutions Fund (DSL) in Q3 2021, closing a stake of 250 shares — an estimated $4.52K sold.

West Paces Advisors first reported a position in DSL in Q2 2021 and held it in 1 quarter. The position peaked at $4.52K in Q2 2021. 169 funds tracked by Wall St. Rank hold DSL as of Q3 2021.

  • West Paces Advisors reported no remaining DoubleLine Income Solutions Fund position as of Q3 2021 after selling out during the quarter.
  • West Paces Advisors sold 250 DoubleLine Income Solutions Fund shares in Q3 2021, an estimated $4.52K.
  • West Paces Advisors first reported a position in DoubleLine Income Solutions Fund in Q2 2021 and held it in 1 quarter.
  • West Paces Advisors's DoubleLine Income Solutions Fund position peaked at $4.52K in Q2 2021.
  • 169 funds tracked by Wall St. Rank held DoubleLine Income Solutions Fund as of Q3 2021.

Based on West Paces Advisors's 13F filing for Q3 2021, filed 20 Dec 2023.