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

Arkadios 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
2021 Q4	–	Sell	-551	Closed	-$7K	–	1781
2021 Q3	$7K	Sell	551 -3,934	-88%	-$52.3K	﹤0.01%	1539
2021 Q2	$58K	Buy	4,485 +3,540	+375%	+$45.1K	0.01%	879
2021 Q1	$11K	Sell	945 -294	-24%	-$3.61K	﹤0.01%	1173
2020 Q4	$15K	Buy	+1,239	New	+$14.5K	﹤0.01%	851
2020 Q1	–	Sell	-620	Closed	-$7.3K	–	1312
2019 Q4	$7.3K	Buy	+620	New	+$6.93K	﹤0.01%	645

Other funds holding WIW

SIA

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

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

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

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

PPA

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

BFSG LLC Irvine, California $1.06B AUM 26.05% 1-Year Est. Return

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

COLIM

City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

Arkadios Wealth Advisors sold out of Western Asset Inflation-Linked Opportunities & Income Fund (WIW) in Q4 2021, closing a stake of 551 shares — an estimated $7K sold.

Arkadios Wealth Advisors first reported a position in WIW in Q4 2019 and held it in 5 quarters. The position peaked at $58K in Q2 2021. 89 funds tracked by Wall St. Rank hold WIW as of Q4 2021.

Arkadios Wealth Advisors reported no remaining Western Asset Inflation-Linked Opportunities & Income Fund position as of Q4 2021 after selling out during the quarter.
Arkadios Wealth Advisors sold 551 Western Asset Inflation-Linked Opportunities & Income Fund shares in Q4 2021, an estimated $7K.
Arkadios Wealth Advisors first reported a position in Western Asset Inflation-Linked Opportunities & Income Fund in Q4 2019 and held it in 5 quarters.
Arkadios Wealth Advisors's Western Asset Inflation-Linked Opportunities & Income Fund position peaked at $58K in Q2 2021.
89 funds tracked by Wall St. Rank held Western Asset Inflation-Linked Opportunities & Income Fund as of Q4 2021.

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