AW
WIA

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

Atlas Wealth’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
2024
Q3 		– Sell
-60,571
Closed -$486K – 151
2024
Q2 		$486K Buy
+60,571
New +$486K 0.06% 140

Other funds holding WIA

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
RF
RHS Financial San Francisco, California $211M AUM 20.57% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
RGC
Roberts, Glore & Co Deerfield, Illinois $364M AUM 19.54% 1-Year Est. Return

Atlas Wealth's WIA Position: Q3 2024 in Review

Atlas Wealth sold out of Western Asset Inflation-Linked Income Fund (WIA) in Q3 2024, closing a stake of 60,571 shares — an estimated $486K sold.

Atlas Wealth first reported a position in WIA in Q2 2024 and held it in 1 quarter. The position peaked at $486K in Q2 2024. 50 funds tracked by Wall St. Rank hold WIA as of Q3 2024.

  • Atlas Wealth reported no remaining Western Asset Inflation-Linked Income Fund position as of Q3 2024 after selling out during the quarter.
  • Atlas Wealth sold 60,571 Western Asset Inflation-Linked Income Fund shares in Q3 2024, an estimated $486K.
  • Atlas Wealth first reported a position in Western Asset Inflation-Linked Income Fund in Q2 2024 and held it in 1 quarter.
  • Atlas Wealth's Western Asset Inflation-Linked Income Fund position peaked at $486K in Q2 2024.
  • 50 funds tracked by Wall St. Rank held Western Asset Inflation-Linked Income Fund as of Q3 2024.

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