WSTAM
DHY

Wilbanks Smith & Thomas Asset Management’s Credit Suisse High Yield Credit Fund DHY Stock Holding History

Wilbanks Smith & Thomas Asset Management’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
Q1 		$24.8K Buy
12,294
+633
+5% +$1.26K ﹤0.01% 527
2023
Q4 		$23.1K Buy
+11,661
New +$22K ﹤0.01% 517
2023
Q3 		– Sell
-12,329
Closed -$23.3K – 501
2023
Q2 		$23.3K Buy
12,329
+2,260
+22% +$4.29K ﹤0.01% 511
2023
Q1 		$19K Buy
+10,069
New +$18.8K ﹤0.01% 506

Other funds holding DHY

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
LCM
Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return

Wilbanks Smith & Thomas Asset Management's DHY Position: Q1 2024 in Review

Wilbanks Smith & Thomas Asset Management increased its Credit Suisse High Yield Credit Fund (DHY) stake by 5.4% in Q1 2024, buying an estimated $1.26K and bringing the position to 12,294 shares worth $24.8K. The position accounts for ﹤0.01% of the portfolio, ranked #527.

Wilbanks Smith & Thomas Asset Management first reported a position in DHY in Q1 2023 and has held it in 4 quarters since. 69 funds tracked by Wall St. Rank hold DHY as of Q1 2024.

  • Wilbanks Smith & Thomas Asset Management held 12,294 shares of Credit Suisse High Yield Credit Fund worth $24.8K as of Q1 2024.
  • Wilbanks Smith & Thomas Asset Management bought 633 Credit Suisse High Yield Credit Fund shares in Q1 2024, an estimated $1.26K.
  • Credit Suisse High Yield Credit Fund made up ﹤0.01% of Wilbanks Smith & Thomas Asset Management's portfolio in Q1 2024, its #527 holding.
  • Wilbanks Smith & Thomas Asset Management first reported a position in Credit Suisse High Yield Credit Fund in Q1 2023 and has held it in 4 quarters since.
  • 69 funds tracked by Wall St. Rank held Credit Suisse High Yield Credit Fund as of Q1 2024.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q1 2024, filed 7 May 2024.