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

Atlas Wealth’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
2024 Q3	–	Sell	-157,573	Closed	-$1.92M	–	107
2024 Q2	$1.92M	Buy	+157,573	New	+$1.92M	0.23%	75
2023 Q4	–	Sell	-122,430	Closed	-$1.45M	–	101
2023 Q3	$1.45M	Buy	122,430 +35,426	+41%	+$434K	0.27%	60
2023 Q2	$1.09M	Buy	87,004 +23,185	+36%	+$287K	0.2%	74
2023 Q1	$811K	Buy	63,819 +21,587	+51%	+$280K	0.16%	88
2022 Q4	$539K	Buy	+42,232	New	+$516K	0.15%	74

Other funds holding GDO

SIA

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

PAIM

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return

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

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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

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

Icon Advisers Greenwood Village, Colorado $433M AUM 40.01% 1-Year Est. Return

Atlas Wealth's GDO Position: Q3 2024 in Review

Atlas Wealth sold out of Western Asset Global Corporate Defined Opportunity Fund (GDO) in Q3 2024, closing a stake of 157,573 shares — an estimated $1.92M sold.

Atlas Wealth first reported a position in GDO in Q4 2022 and held it in 5 quarters. The position peaked at $1.92M in Q2 2024. 43 funds tracked by Wall St. Rank hold GDO as of Q3 2024.

Atlas Wealth reported no remaining Western Asset Global Corporate Defined Opportunity Fund position as of Q3 2024 after selling out during the quarter.
Atlas Wealth sold 157,573 Western Asset Global Corporate Defined Opportunity Fund shares in Q3 2024, an estimated $1.92M.
Atlas Wealth first reported a position in Western Asset Global Corporate Defined Opportunity Fund in Q4 2022 and held it in 5 quarters.
Atlas Wealth's Western Asset Global Corporate Defined Opportunity Fund position peaked at $1.92M in Q2 2024.
43 funds tracked by Wall St. Rank held Western Asset Global Corporate Defined Opportunity Fund as of Q3 2024.

Based on Atlas Wealth's 13F filing for Q3 2024, filed 14 Nov 2024.