WJWM
DHY

Williams Jones Wealth Management’s Credit Suisse High Yield Credit Fund DHY Stock Holding History

Williams Jones Wealth 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
Q4 		– Sell
-24,700
Closed -$56.1K – 506
2024
Q3 		$56.1K Hold
24,700
– – ﹤0.01% 525
2024
Q2 		$49.9K Hold
24,700
– – ﹤0.01% 504
2024
Q1 		$49.9K Hold
24,700
– – ﹤0.01% 531
2023
Q4 		$48.9K Hold
24,700
– – ﹤0.01% 524
2023
Q3 		$46.4K Buy
+24,700
New +$46.7K ﹤0.01% 529

Other funds holding DHY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 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 $12.8B AUM 19.38% 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

Williams Jones Wealth Management's DHY Position: Q4 2024 in Review

Williams Jones Wealth Management sold out of Credit Suisse High Yield Credit Fund (DHY) in Q4 2024, closing a stake of 24,700 shares — an estimated $56.1K sold.

Williams Jones Wealth Management first reported a position in DHY in Q3 2023 and held it in 5 quarters. The position peaked at $56.1K in Q3 2024. 66 funds tracked by Wall St. Rank hold DHY as of Q4 2024.

  • Williams Jones Wealth Management reported no remaining Credit Suisse High Yield Credit Fund position as of Q4 2024 after selling out during the quarter.
  • Williams Jones Wealth Management sold 24,700 Credit Suisse High Yield Credit Fund shares in Q4 2024, an estimated $56.1K.
  • Williams Jones Wealth Management first reported a position in Credit Suisse High Yield Credit Fund in Q3 2023 and held it in 5 quarters.
  • Williams Jones Wealth Management's Credit Suisse High Yield Credit Fund position peaked at $56.1K in Q3 2024.
  • 66 funds tracked by Wall St. Rank held Credit Suisse High Yield Credit Fund as of Q4 2024.

Based on Williams Jones Wealth Management's 13F filing for Q4 2024, filed 14 Feb 2025.