AWA
WIW

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

Aquire Wealth 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
Q1 		– Sell
-4,500
Closed -$61K – 257
2021
Q4 		$61K Buy
+4,500
New +$60.8K 0.03% 87

Other funds holding WIW

SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BL
BFSG LLC Irvine, California $1.13B AUM 29.95% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Aquire Wealth Advisors's WIW Position: Q1 2022 in Review

Aquire Wealth Advisors sold out of Western Asset Inflation-Linked Opportunities & Income Fund (WIW) in Q1 2022, closing a stake of 4,500 shares — an estimated $61K sold.

Aquire Wealth Advisors first reported a position in WIW in Q4 2021 and held it in 1 quarter. The position peaked at $61K in Q4 2021. 90 funds tracked by Wall St. Rank hold WIW as of Q1 2022.

  • Aquire Wealth Advisors reported no remaining Western Asset Inflation-Linked Opportunities & Income Fund position as of Q1 2022 after selling out during the quarter.
  • Aquire Wealth Advisors sold 4,500 Western Asset Inflation-Linked Opportunities & Income Fund shares in Q1 2022, an estimated $61K.
  • Aquire Wealth Advisors first reported a position in Western Asset Inflation-Linked Opportunities & Income Fund in Q4 2021 and held it in 1 quarter.
  • Aquire Wealth Advisors's Western Asset Inflation-Linked Opportunities & Income Fund position peaked at $61K in Q4 2021.
  • 90 funds tracked by Wall St. Rank held Western Asset Inflation-Linked Opportunities & Income Fund as of Q1 2022.

Based on Aquire Wealth Advisors's 13F filing for Q1 2022, filed 28 Apr 2022.