American Portfolios Advisors’s Western Asset Inflation-Linked Income Fund WIA Stock Holding History

American Portfolios Advisors’s Portfolio WIA Stock Details WIA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$66.7K	Buy	7,449 +43	+0.6%	+$431	﹤0.01%	1556
2022 Q2	$72.4K	Sell	7,406 -832	-10%	-$8.86K	﹤0.01%	1566
2022 Q1	$96.4K	Buy	8,238 +111	+1%	+$1.35K	﹤0.01%	1532
2021 Q4	$108K	Sell	8,127 -30	-0.4%	-$418	﹤0.01%	1473
2021 Q3	$112K	Buy	8,157 +251	+3%	+$3.52K	﹤0.01%	1403
2021 Q2	$111K	Buy	7,906 +680	+9%	+$9.17K	﹤0.01%	1373
2021 Q1	$92.4K	Buy	7,226 +650	+10%	+$8.38K	﹤0.01%	1348
2020 Q4	$89.7K	Sell	6,576 -119	-2%	-$1.52K	﹤0.01%	1203
2020 Q3	$81.5K	Hold	6,695	–	–	﹤0.01%	1144
2020 Q2	$78.9K	Buy	6,695 +21	+0.3%	+$236	0.01%	1087
2020 Q1	$70.1K	Hold	6,674	–	–	0.01%	1027
2019 Q4	$81.1K	Buy	6,674 +1,301	+24%	+$15.4K	0.01%	1153
2019 Q3	$62.3K	Buy	5,373 +1,454	+37%	+$16.9K	0.01%	1193
2019 Q2	$45.7K	Sell	3,919 -397	-9%	-$4.45K	﹤0.01%	1315
2019 Q1	$48.4K	Buy	4,316 +636	+17%	+$6.96K	﹤0.01%	1213
2018 Q4	$39K	Sell	3,680 -363	-9%	-$3.92K	﹤0.01%	1118
2018 Q3	$45.5K	Buy	4,043 +321	+9%	+$3.65K	0.01%	1152
2018 Q2	$42.5K	Sell	3,722 -3,939	-51%	-$44.9K	0.01%	1141
2018 Q1	$88.3K	Buy	+7,661	New	+$89.6K	0.01%	803

Other funds holding WIA

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

SIA

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

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

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

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

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

WAM

Wakefield Asset Management Englewood, Colorado $377M AUM 38.72% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

RGC

Roberts, Glore & Co Deerfield, Illinois $364M AUM 19.54% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

American Portfolios Advisors's WIA Position: Q3 2022 in Review

American Portfolios Advisors increased its Western Asset Inflation-Linked Income Fund (WIA) stake by 0.58% in Q3 2022, buying an estimated $431 and bringing the position to 7,449 shares worth $66.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1556.

American Portfolios Advisors first reported a position in WIA in Q1 2018 and has held it in 19 quarters since. The position peaked at $112K in Q3 2021. 47 funds tracked by Wall St. Rank hold WIA as of Q3 2022.

American Portfolios Advisors held 7,449 shares of Western Asset Inflation-Linked Income Fund worth $66.7K as of Q3 2022.
American Portfolios Advisors bought 43 Western Asset Inflation-Linked Income Fund shares in Q3 2022, an estimated $431.
Western Asset Inflation-Linked Income Fund made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #1556 holding.
American Portfolios Advisors first reported a position in Western Asset Inflation-Linked Income Fund in Q1 2018 and has held it in 19 quarters since.
American Portfolios Advisors's Western Asset Inflation-Linked Income Fund position peaked at $112K in Q3 2021.
47 funds tracked by Wall St. Rank held Western Asset Inflation-Linked Income Fund as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.