Arkadios Wealth Advisors’s Western Asset Inflation-Linked Income Fund WIA Stock Holding History

Arkadios Wealth 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
2021 Q4	–	Sell	-190	Closed	-$2K	–	1779
2021 Q3	$2K	Sell	190 -1,433	-88%	-$20.1K	﹤0.01%	1775
2021 Q2	$22K	Buy	1,623 +1,292	+390%	+$17.4K	﹤0.01%	1249
2021 Q1	$4K	Sell	331 -142	-30%	-$1.83K	﹤0.01%	1436
2020 Q4	$6K	Buy	+473	New	+$6.04K	﹤0.01%	1096

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

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

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

RGC

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

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

PPA

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

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

Arkadios Wealth Advisors sold out of Western Asset Inflation-Linked Income Fund (WIA) in Q4 2021, closing a stake of 190 shares — an estimated $2K sold.

Arkadios Wealth Advisors first reported a position in WIA in Q4 2020 and held it in 4 quarters. The position peaked at $22K in Q2 2021. 46 funds tracked by Wall St. Rank hold WIA as of Q4 2021.

Arkadios Wealth Advisors reported no remaining Western Asset Inflation-Linked Income Fund position as of Q4 2021 after selling out during the quarter.
Arkadios Wealth Advisors sold 190 Western Asset Inflation-Linked Income Fund shares in Q4 2021, an estimated $2K.
Arkadios Wealth Advisors first reported a position in Western Asset Inflation-Linked Income Fund in Q4 2020 and held it in 4 quarters.
Arkadios Wealth Advisors's Western Asset Inflation-Linked Income Fund position peaked at $22K in Q2 2021.
46 funds tracked by Wall St. Rank held Western Asset Inflation-Linked Income Fund as of Q4 2021.

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