Avantax Advisory Services’s Western Asset Inflation-Linked Opportunities & Income Fund WIW Stock Holding History

Avantax Advisory Services’s Portfolio WIW Stock Details WIW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-20,176	Closed	-$179K	–	1628
2023 Q2	$179K	Buy	20,176 +16	+0.1%	+$145	﹤0.01%	1416
2023 Q1	$184K	Buy	20,160 +14	+0.1%	+$130	﹤0.01%	1388
2022 Q4	$184K	Buy	20,146 +20	+0.1%	+$187	﹤0.01%	1325
2022 Q3	$183K	Buy	20,126 +14	+0.1%	+$144	﹤0.01%	1230
2022 Q2	$212K	Buy	20,112 +12	+0.1%	+$132	﹤0.01%	1175
2022 Q1	$241K	Buy	+20,100	New	+$249K	﹤0.01%	1111

Other funds holding WIW

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

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

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

1CP

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

SIA

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

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

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

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

PCM

PenderFund Capital Management Vancouver, British Columbia, Canada $639M AUM 31.05% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Avantax Advisory Services's WIW Position: Q3 2023 in Review

Avantax Advisory Services sold out of Western Asset Inflation-Linked Opportunities & Income Fund (WIW) in Q3 2023, closing a stake of 20,176 shares — an estimated $179K sold.

Avantax Advisory Services first reported a position in WIW in Q1 2022 and held it in 6 quarters. The position peaked at $241K in Q1 2022. 87 funds tracked by Wall St. Rank hold WIW as of Q3 2023.

Avantax Advisory Services reported no remaining Western Asset Inflation-Linked Opportunities & Income Fund position as of Q3 2023 after selling out during the quarter.
Avantax Advisory Services sold 20,176 Western Asset Inflation-Linked Opportunities & Income Fund shares in Q3 2023, an estimated $179K.
Avantax Advisory Services first reported a position in Western Asset Inflation-Linked Opportunities & Income Fund in Q1 2022 and held it in 6 quarters.
Avantax Advisory Services's Western Asset Inflation-Linked Opportunities & Income Fund position peaked at $241K in Q1 2022.
87 funds tracked by Wall St. Rank held Western Asset Inflation-Linked Opportunities & Income Fund as of Q3 2023.

Based on Avantax Advisory Services's 13F filing for Q3 2023, filed 8 Nov 2023.