Ahrens Investment Partners’s Western Asset Diversified Income Fund WDI Stock Holding History

Ahrens Investment Partners’s Portfolio WDI Stock Details WDI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	$39K	Buy	+2,931	New	+$40.4K	0.02%	363
2022 Q4	–	Sell	-16,225	Closed	-$204K	–	202
2022 Q3	$204K	Buy	+16,225	New	+$228K	0.11%	141

Other funds holding WDI

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

SIA

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

1CP

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

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

PCM

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

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

COLIM

City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ahrens Investment Partners's WDI Position: Q1 2023 in Review

Ahrens Investment Partners opened a new position in Western Asset Diversified Income Fund (WDI) in Q1 2023: 2,931 shares worth $39K. The stake represents 0.02% of the portfolio and ranks #363 among its holdings. This is a return to the name: Ahrens Investment Partners previously reported a position in WDI as recently as Q3 2022.

Ahrens Investment Partners first reported a position in WDI in Q3 2022 and has held it in 2 quarters since. The position peaked at $204K in Q3 2022. 56 funds tracked by Wall St. Rank hold WDI as of Q1 2023.

Ahrens Investment Partners held 2,931 shares of Western Asset Diversified Income Fund worth $39K as of Q1 2023.
Western Asset Diversified Income Fund was a new Ahrens Investment Partners position in Q1 2023.
Western Asset Diversified Income Fund made up 0.02% of Ahrens Investment Partners's portfolio in Q1 2023, its #363 holding.
Ahrens Investment Partners first reported a position in Western Asset Diversified Income Fund in Q3 2022 and has held it in 2 quarters since.
Ahrens Investment Partners's Western Asset Diversified Income Fund position peaked at $204K in Q3 2022.
56 funds tracked by Wall St. Rank held Western Asset Diversified Income Fund as of Q1 2023.

Based on Ahrens Investment Partners's 13F filing for Q1 2023, filed 24 Apr 2023.