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

Atticus Wealth Management’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
2025 Q2	–	Sell	-840	Closed	-$9.73K	–	685
2025 Q1	$9.73K	Hold	840	–	–	﹤0.01%	383
2024 Q4	$9.52K	Hold	840	–	–	﹤0.01%	398
2024 Q3	$10.8K	Hold	840	–	–	﹤0.01%	379
2024 Q2	$10.3K	Hold	840	–	–	﹤0.01%	383
2024 Q1	$10.5K	Hold	840	–	–	﹤0.01%	391
2023 Q4	$10.7K	Hold	840	–	–	﹤0.01%	396
2023 Q3	$9.95K	Hold	840	–	–	﹤0.01%	402
2023 Q2	$10.4K	Hold	840	–	–	﹤0.01%	396
2023 Q1	$10.7K	Hold	840	–	–	﹤0.01%	378
2022 Q4	$10.7K	Sell	840 -325	-28%	-$3.97K	﹤0.01%	382
2022 Q3	$16K	Hold	1,165	–	–	0.01%	339
2022 Q2	$16K	Hold	1,165	–	–	0.01%	368
2022 Q1	$17K	Hold	1,165	–	–	0.01%	353
2021 Q4	$20K	Hold	1,165	–	–	0.01%	310
2021 Q3	$21K	Hold	1,165	–	–	0.01%	306
2021 Q2	$22K	Sell	1,165 -20	-2%	-$361	0.01%	284
2021 Q1	$21K	Hold	1,185	–	–	0.01%	267
2020 Q4	$21K	Hold	1,185	–	–	0.01%	259
2020 Q3	$20K	Buy	1,185 +325	+38%	+$5.56K	0.01%	221
2020 Q2	$14K	Hold	860	–	–	0.01%	230
2020 Q1	$12K	Hold	860	–	–	0.01%	220
2019 Q4	$16K	Buy	+860	New	+$15.1K	0.01%	229

Other funds holding GDO

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

SAM

Smith Asset Management Chiefland, Florida $127M AUM 5.85% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

1CP

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

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

SFS

Sowell Financial Services North Little Rock, Arkansas $2.7B AUM 22.62% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Atticus Wealth Management's GDO Position: Q2 2025 in Review

Atticus Wealth Management sold out of Western Asset Global Corporate Defined Opportunity Fund (GDO) in Q2 2025, closing a stake of 840 shares — an estimated $9.73K sold.

Atticus Wealth Management first reported a position in GDO in Q4 2019 and held it in 22 quarters. The position peaked at $22K in Q2 2021. 31 funds tracked by Wall St. Rank hold GDO as of Q2 2025.

Atticus Wealth Management reported no remaining Western Asset Global Corporate Defined Opportunity Fund position as of Q2 2025 after selling out during the quarter.
Atticus Wealth Management sold 840 Western Asset Global Corporate Defined Opportunity Fund shares in Q2 2025, an estimated $9.73K.
Atticus Wealth Management first reported a position in Western Asset Global Corporate Defined Opportunity Fund in Q4 2019 and held it in 22 quarters.
Atticus Wealth Management's Western Asset Global Corporate Defined Opportunity Fund position peaked at $22K in Q2 2021.
31 funds tracked by Wall St. Rank held Western Asset Global Corporate Defined Opportunity Fund as of Q2 2025.

Based on Atticus Wealth Management's 13F filing for Q2 2025, filed 10 Jul 2025.