AssetMark Inc
GDO

AssetMark Inc’s Western Asset Global Corporate Defined Opportunity Fund GDO Stock Holding History

AssetMark Inc’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
2023
Q1 		– Sell
-88
Closed -$1.12K – 1644
2022
Q4 		$1.12K Buy
+88
New +$1.07K ﹤0.01% 1480

Other funds holding GDO

PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
FC
FCA Corp Houston, Texas $354M AUM 17.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

AssetMark Inc's GDO Position: Q1 2023 in Review

AssetMark Inc sold out of Western Asset Global Corporate Defined Opportunity Fund (GDO) in Q1 2023, closing a stake of 88 shares — an estimated $1.12K sold.

AssetMark Inc first reported a position in GDO in Q4 2022 and held it in 1 quarter. The position peaked at $1.12K in Q4 2022. 46 funds tracked by Wall St. Rank hold GDO as of Q1 2023.

  • AssetMark Inc reported no remaining Western Asset Global Corporate Defined Opportunity Fund position as of Q1 2023 after selling out during the quarter.
  • AssetMark Inc sold 88 Western Asset Global Corporate Defined Opportunity Fund shares in Q1 2023, an estimated $1.12K.
  • AssetMark Inc first reported a position in Western Asset Global Corporate Defined Opportunity Fund in Q4 2022 and held it in 1 quarter.
  • AssetMark Inc's Western Asset Global Corporate Defined Opportunity Fund position peaked at $1.12K in Q4 2022.
  • 46 funds tracked by Wall St. Rank held Western Asset Global Corporate Defined Opportunity Fund as of Q1 2023.

Based on AssetMark Inc's 13F filing for Q1 2023, filed 5 May 2023.