WFS
TSI

Widmann Financial Services’s TCW Strategic Income Fund TSI Stock Holding History

Widmann Financial Services’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
2022
Q1 		– Sell
-400
Closed -$2K – 420
2021
Q4 		$2K Buy
+400
New +$2.31K ﹤0.01% 414

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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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BI
Berkeley Inc Boise, Idaho $298M AUM 9.4% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
SIA
SeaBridge Investment Advisors Summit, New Jersey $692M AUM 52.26% 1-Year Est. Return

Widmann Financial Services's TSI Position: Q1 2022 in Review

Widmann Financial Services sold out of TCW Strategic Income Fund (TSI) in Q1 2022, closing a stake of 400 shares — an estimated $2K sold.

Widmann Financial Services first reported a position in TSI in Q4 2021 and held it in 1 quarter. The position peaked at $2K in Q4 2021. 59 funds tracked by Wall St. Rank hold TSI as of Q1 2022.

  • Widmann Financial Services reported no remaining TCW Strategic Income Fund position as of Q1 2022 after selling out during the quarter.
  • Widmann Financial Services sold 400 TCW Strategic Income Fund shares in Q1 2022, an estimated $2K.
  • Widmann Financial Services first reported a position in TCW Strategic Income Fund in Q4 2021 and held it in 1 quarter.
  • Widmann Financial Services's TCW Strategic Income Fund position peaked at $2K in Q4 2021.
  • 59 funds tracked by Wall St. Rank held TCW Strategic Income Fund as of Q1 2022.

Based on Widmann Financial Services's 13F filing for Q1 2022, filed 4 May 2022.