Accel Wealth Management’s Western Asset Inflation-Linked Opportunities & Income Fund WIW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-1,693	Closed	-$15.5K	–	879
2023 Q1	$15.5K	Buy	1,693 +16	+1%	+$149	0.01%	773
2022 Q4	$15.3K	Buy	1,677 +1,070	+176%	+$10K	0.01%	606
2022 Q3	$6K	Hold	607	–	–	﹤0.01%	827
2022 Q2	$6K	Hold	607	–	–	﹤0.01%	794
2022 Q1	$7K	Hold	607	–	–	﹤0.01%	767
2021 Q4	$8K	Hold	607	–	–	﹤0.01%	749
2021 Q3	$8K	Buy	+607	New	+$8.08K	0.01%	690

Other funds holding WIW

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

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

BFSG LLC Irvine, California $1.06B AUM 26.05% 1-Year Est. Return

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

Accel Wealth Management sold out of Western Asset Inflation-Linked Opportunities & Income Fund (WIW) in Q2 2023, closing a stake of 1,693 shares — an estimated $15.5K sold.

Accel Wealth Management first reported a position in WIW in Q3 2021 and held it in 7 quarters. The position peaked at $15.5K in Q1 2023. 83 funds tracked by Wall St. Rank hold WIW as of Q2 2023.

Accel Wealth Management reported no remaining Western Asset Inflation-Linked Opportunities & Income Fund position as of Q2 2023 after selling out during the quarter.
Accel Wealth Management sold 1,693 Western Asset Inflation-Linked Opportunities & Income Fund shares in Q2 2023, an estimated $15.5K.
Accel Wealth Management first reported a position in Western Asset Inflation-Linked Opportunities & Income Fund in Q3 2021 and held it in 7 quarters.
Accel Wealth Management's Western Asset Inflation-Linked Opportunities & Income Fund position peaked at $15.5K in Q1 2023.
83 funds tracked by Wall St. Rank held Western Asset Inflation-Linked Opportunities & Income Fund as of Q2 2023.

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