Atria Wealth Solutions’s BrandywineGLOBAL Global Income Opportunities Fund BWG Stock Holding History

Atria Wealth Solutions’s Portfolio BWG Stock Details BWG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-11,204	Closed	-$89.2K	–	1881
2023 Q1	$89.2K	Sell	11,204 -1,967	-15%	-$16.2K	﹤0.01%	1766
2022 Q4	$107K	Sell	13,171 -2,459	-16%	-$19.8K	﹤0.01%	1694
2022 Q3	$119K	Sell	15,630 -1,404	-8%	-$12.2K	﹤0.01%	1617
2022 Q2	$143K	Hold	17,034	–	–	﹤0.01%	1498
2022 Q1	$172K	Buy	+17,034	New	+$185K	﹤0.01%	1619

Other funds holding BWG

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

Matisse Capital Portland, Oregon $250M AUM 26.81% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return

Atria Wealth Solutions's BWG Position: Q2 2023 in Review

Atria Wealth Solutions sold out of BrandywineGLOBAL Global Income Opportunities Fund (BWG) in Q2 2023, closing a stake of 11,204 shares — an estimated $89.2K sold.

Atria Wealth Solutions first reported a position in BWG in Q1 2022 and held it in 5 quarters. The position peaked at $172K in Q1 2022. 35 funds tracked by Wall St. Rank hold BWG as of Q2 2023.

Atria Wealth Solutions reported no remaining BrandywineGLOBAL Global Income Opportunities Fund position as of Q2 2023 after selling out during the quarter.
Atria Wealth Solutions sold 11,204 BrandywineGLOBAL Global Income Opportunities Fund shares in Q2 2023, an estimated $89.2K.
Atria Wealth Solutions first reported a position in BrandywineGLOBAL Global Income Opportunities Fund in Q1 2022 and held it in 5 quarters.
Atria Wealth Solutions's BrandywineGLOBAL Global Income Opportunities Fund position peaked at $172K in Q1 2022.
35 funds tracked by Wall St. Rank held BrandywineGLOBAL Global Income Opportunities Fund as of Q2 2023.

Based on Atria Wealth Solutions's 13F filing for Q2 2023, filed 3 Aug 2023.