Avantax Advisory Services’s Western Asset Inflation-Linked Income Fund WIA Stock Holding History

Avantax Advisory Services’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
2022 Q4	–	Sell	-13,042	Closed	-$117K	–	1469
2022 Q3	$117K	Buy	+13,042	New	+$131K	﹤0.01%	1265

Other funds holding WIA

KIM

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

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

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

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

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

RGC

Roberts, Glore & Co Deerfield, Illinois $364M AUM 19.54% 1-Year Est. Return

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

WAM

Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

Avantax Advisory Services's WIA Position: Q4 2022 in Review

Avantax Advisory Services sold out of Western Asset Inflation-Linked Income Fund (WIA) in Q4 2022, closing a stake of 13,042 shares — an estimated $117K sold.

Avantax Advisory Services first reported a position in WIA in Q3 2022 and held it in 1 quarter. The position peaked at $117K in Q3 2022. 59 funds tracked by Wall St. Rank hold WIA as of Q4 2022.

Avantax Advisory Services reported no remaining Western Asset Inflation-Linked Income Fund position as of Q4 2022 after selling out during the quarter.
Avantax Advisory Services sold 13,042 Western Asset Inflation-Linked Income Fund shares in Q4 2022, an estimated $117K.
Avantax Advisory Services first reported a position in Western Asset Inflation-Linked Income Fund in Q3 2022 and held it in 1 quarter.
Avantax Advisory Services's Western Asset Inflation-Linked Income Fund position peaked at $117K in Q3 2022.
59 funds tracked by Wall St. Rank held Western Asset Inflation-Linked Income Fund as of Q4 2022.

Based on Avantax Advisory Services's 13F filing for Q4 2022, filed 13 Feb 2023.