APA
WIW

American Portfolios Advisors’s Western Asset Inflation-Linked Opportunities & Income Fund WIW Stock Holding History

American Portfolios Advisors’s Portfolio WIW Stock Details WIW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		$4.25K Buy
469
+5
+1% +$51 ﹤0.01% 2885
2022
Q2 		$4.88K Buy
464
+15
+3% +$165 ﹤0.01% 2837
2022
Q1 		$5.39K Buy
+449
New +$5.56K ﹤0.01% 2916

Other funds holding WIW

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
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
BL
BFSG LLC Irvine, California $1.13B AUM 29.95% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

American Portfolios Advisors increased its Western Asset Inflation-Linked Opportunities & Income Fund (WIW) stake by 1.1% in Q3 2022, buying an estimated $51 and bringing the position to 469 shares worth $4.25K. The position accounts for ﹤0.01% of the portfolio, ranked #2885.

American Portfolios Advisors first reported a position in WIW in Q1 2022 and has held it in 3 quarters since. The position peaked at $5.39K in Q1 2022. 95 funds tracked by Wall St. Rank hold WIW as of Q3 2022.

  • American Portfolios Advisors held 469 shares of Western Asset Inflation-Linked Opportunities & Income Fund worth $4.25K as of Q3 2022.
  • American Portfolios Advisors bought 5 Western Asset Inflation-Linked Opportunities & Income Fund shares in Q3 2022, an estimated $51.
  • Western Asset Inflation-Linked Opportunities & Income Fund made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #2885 holding.
  • American Portfolios Advisors first reported a position in Western Asset Inflation-Linked Opportunities & Income Fund in Q1 2022 and has held it in 3 quarters since.
  • American Portfolios Advisors's Western Asset Inflation-Linked Opportunities & Income Fund position peaked at $5.39K in Q1 2022.
  • 95 funds tracked by Wall St. Rank held Western Asset Inflation-Linked Opportunities & Income Fund as of Q3 2022.

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