AWM
EMD

Abound Wealth Management’s Western Asset Emerging Markets Debt Fund EMD Stock Holding History

Abound Wealth Management’s Portfolio EMD Stock Details EMD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-6
Closed -$48 – 748
2022
Q3 		$48 Buy
+6
New +$54 ﹤0.01% 730

Other funds holding EMD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PCM
PenderFund Capital Management Vancouver, British Columbia, Canada $639M AUM 31.05% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Abound Wealth Management's EMD Position: Q4 2022 in Review

Abound Wealth Management sold out of Western Asset Emerging Markets Debt Fund (EMD) in Q4 2022, closing a stake of 6 shares — an estimated $48 sold.

Abound Wealth Management first reported a position in EMD in Q3 2022 and held it in 1 quarter. The position peaked at $48 in Q3 2022. 95 funds tracked by Wall St. Rank hold EMD as of Q4 2022.

  • Abound Wealth Management reported no remaining Western Asset Emerging Markets Debt Fund position as of Q4 2022 after selling out during the quarter.
  • Abound Wealth Management sold 6 Western Asset Emerging Markets Debt Fund shares in Q4 2022, an estimated $48.
  • Abound Wealth Management first reported a position in Western Asset Emerging Markets Debt Fund in Q3 2022 and held it in 1 quarter.
  • Abound Wealth Management's Western Asset Emerging Markets Debt Fund position peaked at $48 in Q3 2022.
  • 95 funds tracked by Wall St. Rank held Western Asset Emerging Markets Debt Fund as of Q4 2022.

Based on Abound Wealth Management's 13F filing for Q4 2022, filed 7 Aug 2024.