AGA
WEA

Accuvest Global Advisors’s Western Asset Premier Bond Fund WEA Stock Holding History

Accuvest Global Advisors’s Portfolio WEA Stock Details WEA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-32,979
Closed -$356K – 125
2023
Q4 		$356K Buy
+32,979
New +$341K 0.38% 50

Other funds holding WEA

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
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
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.15B AUM 25.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
CPRC
Consolidated Portfolio Review Corp Woodbury, New York $1.1B AUM 8.96% 1-Year Est. Return

Accuvest Global Advisors's WEA Position: Q1 2024 in Review

Accuvest Global Advisors sold out of Western Asset Premier Bond Fund (WEA) in Q1 2024, closing a stake of 32,979 shares — an estimated $356K sold.

Accuvest Global Advisors first reported a position in WEA in Q4 2023 and held it in 1 quarter. The position peaked at $356K in Q4 2023. 43 funds tracked by Wall St. Rank hold WEA as of Q1 2024.

  • Accuvest Global Advisors reported no remaining Western Asset Premier Bond Fund position as of Q1 2024 after selling out during the quarter.
  • Accuvest Global Advisors sold 32,979 Western Asset Premier Bond Fund shares in Q1 2024, an estimated $356K.
  • Accuvest Global Advisors first reported a position in Western Asset Premier Bond Fund in Q4 2023 and held it in 1 quarter.
  • Accuvest Global Advisors's Western Asset Premier Bond Fund position peaked at $356K in Q4 2023.
  • 43 funds tracked by Wall St. Rank held Western Asset Premier Bond Fund as of Q1 2024.

Based on Accuvest Global Advisors's 13F filing for Q1 2024, filed 14 May 2024.