AWM
BWG

Accurate Wealth Management’s BrandywineGLOBAL Global Income Opportunities Fund BWG Stock Holding History

Accurate Wealth Management’s Portfolio BWG Stock Details BWG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-500
Closed -$4.12K – 410
2022
Q4 		$4.12K Buy
+500
New +$4.02K ﹤0.01% 1065

Other funds holding BWG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return

Accurate Wealth Management's BWG Position: Q1 2023 in Review

Accurate Wealth Management sold out of BrandywineGLOBAL Global Income Opportunities Fund (BWG) in Q1 2023, closing a stake of 500 shares — an estimated $4.12K sold.

Accurate Wealth Management first reported a position in BWG in Q4 2022 and held it in 1 quarter. The position peaked at $4.12K in Q4 2022. 39 funds tracked by Wall St. Rank hold BWG as of Q1 2023.

  • Accurate Wealth Management reported no remaining BrandywineGLOBAL Global Income Opportunities Fund position as of Q1 2023 after selling out during the quarter.
  • Accurate Wealth Management sold 500 BrandywineGLOBAL Global Income Opportunities Fund shares in Q1 2023, an estimated $4.12K.
  • Accurate Wealth Management first reported a position in BrandywineGLOBAL Global Income Opportunities Fund in Q4 2022 and held it in 1 quarter.
  • Accurate Wealth Management's BrandywineGLOBAL Global Income Opportunities Fund position peaked at $4.12K in Q4 2022.
  • 39 funds tracked by Wall St. Rank held BrandywineGLOBAL Global Income Opportunities Fund as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.