Arkadios Wealth Advisors’s Western Asset Global Corporate Defined Opportunity Fund GDO Stock Holding History

Arkadios Wealth Advisors’s Portfolio GDO Stock Details GDO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-91	Closed	-$1K	–	1035
2021 Q3	$1K	Sell	91 -681	-88%	-$12.5K	﹤0.01%	1801
2021 Q2	$14K	Buy	772 +621	+411%	+$11.2K	﹤0.01%	1422
2021 Q1	$2K	Sell	151 -62	-29%	-$1.1K	﹤0.01%	1519
2020 Q4	$3K	Buy	+213	New	+$3.72K	﹤0.01%	1198

Other funds holding GDO

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

PAIM

Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

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

FCA Corp Houston, Texas $354M AUM 17.74% 1-Year Est. Return

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Arkadios Wealth Advisors's GDO Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of Western Asset Global Corporate Defined Opportunity Fund (GDO) in Q4 2021, closing a stake of 91 shares — an estimated $1K sold.

Arkadios Wealth Advisors first reported a position in GDO in Q4 2020 and held it in 4 quarters. The position peaked at $14K in Q2 2021. 46 funds tracked by Wall St. Rank hold GDO as of Q4 2021.

Arkadios Wealth Advisors reported no remaining Western Asset Global Corporate Defined Opportunity Fund position as of Q4 2021 after selling out during the quarter.
Arkadios Wealth Advisors sold 91 Western Asset Global Corporate Defined Opportunity Fund shares in Q4 2021, an estimated $1K.
Arkadios Wealth Advisors first reported a position in Western Asset Global Corporate Defined Opportunity Fund in Q4 2020 and held it in 4 quarters.
Arkadios Wealth Advisors's Western Asset Global Corporate Defined Opportunity Fund position peaked at $14K in Q2 2021.
46 funds tracked by Wall St. Rank held Western Asset Global Corporate Defined Opportunity Fund as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.