Accel Wealth Management’s Western Asset Inflation-Linked Income Fund WIA Stock Holding History

Accel Wealth Management’s Portfolio WIA Stock Details WIA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-1,760	Closed	-$15.2K	–	878
2023 Q1	$15.2K	Hold	1,760	–	–	0.01%	778
2022 Q4	$15.2K	Hold	1,760	–	–	0.01%	610
2022 Q3	$16K	Hold	1,760	–	–	0.01%	628
2022 Q2	$17K	Hold	1,760	–	–	0.01%	596
2022 Q1	$21K	Hold	1,760	–	–	0.01%	552
2021 Q4	$23K	Hold	1,760	–	–	0.01%	544
2021 Q3	$24K	Hold	1,760	–	–	0.02%	468
2021 Q2	$25K	Hold	1,760	–	–	0.02%	481
2021 Q1	$23K	Hold	1,760	–	–	0.02%	475
2020 Q4	$24K	Buy	+1,760	New	+$22.5K	0.02%	450

Other funds holding WIA

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

RGC

Roberts, Glore & Co Deerfield, Illinois $364M AUM 19.54% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Accel Wealth Management's WIA Position: Q2 2023 in Review

Accel Wealth Management sold out of Western Asset Inflation-Linked Income Fund (WIA) in Q2 2023, closing a stake of 1,760 shares — an estimated $15.2K sold.

Accel Wealth Management first reported a position in WIA in Q4 2020 and held it in 10 quarters. The position peaked at $25K in Q2 2021. 50 funds tracked by Wall St. Rank hold WIA as of Q2 2023.

Accel Wealth Management reported no remaining Western Asset Inflation-Linked Income Fund position as of Q2 2023 after selling out during the quarter.
Accel Wealth Management sold 1,760 Western Asset Inflation-Linked Income Fund shares in Q2 2023, an estimated $15.2K.
Accel Wealth Management first reported a position in Western Asset Inflation-Linked Income Fund in Q4 2020 and held it in 10 quarters.
Accel Wealth Management's Western Asset Inflation-Linked Income Fund position peaked at $25K in Q2 2021.
50 funds tracked by Wall St. Rank held Western Asset Inflation-Linked Income Fund as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.