WIA
DHY

Wetzel Investment Advisors’s Credit Suisse High Yield Credit Fund DHY Stock Holding History

Wetzel Investment Advisors’s Portfolio DHY Stock Details DHY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-1,500
Closed -$3.12K – 307
2024
Q2 		$3.12K Buy
+1,500
New +$3.06K ﹤0.01% 667

Other funds holding DHY

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wetzel Investment Advisors's DHY Position: Q3 2024 in Review

Wetzel Investment Advisors sold out of Credit Suisse High Yield Credit Fund (DHY) in Q3 2024, closing a stake of 1,500 shares — an estimated $3.12K sold.

Wetzel Investment Advisors first reported a position in DHY in Q2 2024 and held it in 1 quarter. The position peaked at $3.12K in Q2 2024. 63 funds tracked by Wall St. Rank hold DHY as of Q3 2024.

  • Wetzel Investment Advisors reported no remaining Credit Suisse High Yield Credit Fund position as of Q3 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 1,500 Credit Suisse High Yield Credit Fund shares in Q3 2024, an estimated $3.12K.
  • Wetzel Investment Advisors first reported a position in Credit Suisse High Yield Credit Fund in Q2 2024 and held it in 1 quarter.
  • Wetzel Investment Advisors's Credit Suisse High Yield Credit Fund position peaked at $3.12K in Q2 2024.
  • 63 funds tracked by Wall St. Rank held Credit Suisse High Yield Credit Fund as of Q3 2024.

Based on Wetzel Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.