AWE
GDO

Avidian Wealth Enterprises’s Western Asset Global Corporate Defined Opportunity Fund GDO Stock Holding History

Avidian Wealth Enterprises’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
2022
Q2 		– Sell
-15,710
Closed -$233K – 466
2022
Q1 		$233K Sell
15,710
-3,401
-18% -$54.5K 0.01% 432
2021
Q4 		$334K Buy
+19,111
New +$338K 0.02% 383

Other funds holding GDO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FC
FCA Corp Houston, Texas $354M AUM 17.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Avidian Wealth Enterprises's GDO Position: Q2 2022 in Review

Avidian Wealth Enterprises sold out of Western Asset Global Corporate Defined Opportunity Fund (GDO) in Q2 2022, closing a stake of 15,710 shares — an estimated $233K sold.

Avidian Wealth Enterprises first reported a position in GDO in Q4 2021 and held it in 2 quarters. The position peaked at $334K in Q4 2021. 44 funds tracked by Wall St. Rank hold GDO as of Q2 2022.

  • Avidian Wealth Enterprises reported no remaining Western Asset Global Corporate Defined Opportunity Fund position as of Q2 2022 after selling out during the quarter.
  • Avidian Wealth Enterprises sold 15,710 Western Asset Global Corporate Defined Opportunity Fund shares in Q2 2022, an estimated $233K.
  • Avidian Wealth Enterprises first reported a position in Western Asset Global Corporate Defined Opportunity Fund in Q4 2021 and held it in 2 quarters.
  • Avidian Wealth Enterprises's Western Asset Global Corporate Defined Opportunity Fund position peaked at $334K in Q4 2021.
  • 44 funds tracked by Wall St. Rank held Western Asset Global Corporate Defined Opportunity Fund as of Q2 2022.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2022, filed 29 Jul 2022.