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Doubleline shares owned by Clear Point Advisors

Quarter-by-quarter ownership of Doubleline (CAPE) shares owned by Clear Point Advisors from 13F filings

Historical chart of Clear Point Advisors investment in Doubleline

Tip: Access up to 7 years of quarterly data

All positions including Doubleline held by Clear Point Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Doubleline by Clear Point Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $6.2M 208k 29.97
2024-09-30 $6.4M 217k 29.59
2024-06-30 $6.1M 219k 27.72
2024-03-31 $7.4M 265k 28.00
2023-12-31 $7.1M 268k 26.55

More positions owned by Clear Point Advisors

Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Doubleline Etf Trust Shiller Cape U S (CAPE)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Innovator Etfs Trust Us Eqty Pwr Buf (PJUN)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Apple (AAPL)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Wisdomtree Tr Floatng Rat Trea (USFR)
Graniteshares Gold Tr Shs Ben Int (BAR)
First Tr Exchange-traded First Tr Enh New (FTSM)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAY)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)

View all positions for Clear Point Advisors

Top funds holding Doubleline

UBS Group
Waddell & Associates
Socha Financial Group
Walled Lake Planning & Wealth Management
Evensky & Katz
Foundations Investment Advisors
Santori & Peters
Csenge Advisory Group
Clear Point Advisors
Cambridge Investment Research Advisors
HF Advisory Group
Citadel Advisors
Bank Of Montreal
Capital Investment Advisors
International Assets Investment Management

View all funds holding Doubleline