Ameliora Wealth Management’s Western Asset Emerging Markets Debt Fund EMD Stock Holding History

Ameliora Wealth Management’s Portfolio EMD Stock Details EMD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-60,299	Closed	-$595K	–	40
2022 Q1	$595K	Buy	+60,299	New	+$681K	0.39%	25

Other funds holding EMD

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

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

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

PCM

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameliora Wealth Management's EMD Position: Q2 2022 in Review

Ameliora Wealth Management sold out of Western Asset Emerging Markets Debt Fund (EMD) in Q2 2022, closing a stake of 60,299 shares — an estimated $595K sold.

Ameliora Wealth Management first reported a position in EMD in Q1 2022 and held it in 1 quarter. The position peaked at $595K in Q1 2022. 92 funds tracked by Wall St. Rank hold EMD as of Q2 2022.

Ameliora Wealth Management reported no remaining Western Asset Emerging Markets Debt Fund position as of Q2 2022 after selling out during the quarter.
Ameliora Wealth Management sold 60,299 Western Asset Emerging Markets Debt Fund shares in Q2 2022, an estimated $595K.
Ameliora Wealth Management first reported a position in Western Asset Emerging Markets Debt Fund in Q1 2022 and held it in 1 quarter.
Ameliora Wealth Management's Western Asset Emerging Markets Debt Fund position peaked at $595K in Q1 2022.
92 funds tracked by Wall St. Rank held Western Asset Emerging Markets Debt Fund as of Q2 2022.

Based on Ameliora Wealth Management's 13F filing for Q2 2022, filed 9 Aug 2022.