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

Atlas Private 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
2023 Q3	–	Sell	-277,540	Closed	-$2.46M	–	194
2023 Q2	$2.46M	Buy	277,540 +190,039	+217%	+$1.73M	0.5%	35
2023 Q1	$801K	Buy	87,501 +6,600	+8%	+$61.4K	0.37%	56
2022 Q4	$739K	Sell	80,901 -1,200	-1%	-$11.2K	0.39%	58
2022 Q3	$745K	Buy	82,101 +2,010	+3%	+$20.7K	0.45%	51
2022 Q2	$843K	Sell	80,091 -40,369	-34%	-$443K	0.51%	44
2022 Q1	$1.45M	Buy	120,460 +22,785	+23%	+$282K	0.64%	34
2021 Q4	$1.33M	Hold	97,675	–	–	0.61%	43
2021 Q3	$1.3M	Hold	97,675	–	–	0.68%	28
2021 Q2	$1.28M	Sell	97,675 -2,290	-2%	-$29.2K	0.69%	28
2021 Q1	$1.22M	Hold	99,965	–	–	0.68%	31
2020 Q4	$1.24M	Sell	99,965 -2,700	-3%	-$31.6K	0.83%	25
2020 Q3	$1.15M	Sell	102,665 -960	-0.9%	-$10.9K	0.96%	22
2020 Q2	$1.14M	Buy	+103,625	New	+$1.09M	1.01%	21

Other funds holding WIW

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

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

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

1CP

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

SIA

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

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

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

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

PCM

PenderFund Capital Management Vancouver, British Columbia, Canada $639M AUM 31.05% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Atlas Private Wealth Advisors's WIW Position: Q3 2023 in Review

Atlas Private Wealth Advisors sold out of Western Asset Inflation-Linked Opportunities & Income Fund (WIW) in Q3 2023, closing a stake of 277,540 shares — an estimated $2.46M sold.

Atlas Private Wealth Advisors first reported a position in WIW in Q2 2020 and held it in 13 quarters. The position peaked at $2.46M in Q2 2023. 87 funds tracked by Wall St. Rank hold WIW as of Q3 2023.

Atlas Private Wealth Advisors reported no remaining Western Asset Inflation-Linked Opportunities & Income Fund position as of Q3 2023 after selling out during the quarter.
Atlas Private Wealth Advisors sold 277,540 Western Asset Inflation-Linked Opportunities & Income Fund shares in Q3 2023, an estimated $2.46M.
Atlas Private Wealth Advisors first reported a position in Western Asset Inflation-Linked Opportunities & Income Fund in Q2 2020 and held it in 13 quarters.
Atlas Private Wealth Advisors's Western Asset Inflation-Linked Opportunities & Income Fund position peaked at $2.46M in Q2 2023.
87 funds tracked by Wall St. Rank held Western Asset Inflation-Linked Opportunities & Income Fund as of Q3 2023.

Based on Atlas Private Wealth Advisors's 13F filing for Q3 2023, filed 11 Oct 2023.