Axxcess Wealth Management’s Western Asset Emerging Markets Debt Fund EMD Stock Holding History

Axxcess Wealth Management’s Portfolio EMD Stock Details EMD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-36,408	Closed	-$371K	–	879
2024 Q3	$371K	Hold	36,408	–	–	0.01%	632
2024 Q2	$339K	Sell	36,408 -5,744	-14%	-$53.5K	0.01%	618
2024 Q1	$405K	Sell	42,152 -4,797	-10%	-$44K	0.01%	591
2023 Q4	$432K	Sell	46,949 -320	-0.7%	-$2.74K	0.01%	557
2023 Q3	$392K	Sell	47,269 -1,043	-2%	-$9.2K	0.01%	532
2023 Q2	$416K	Buy	48,312 +1,507	+3%	+$13.1K	0.03%	392
2023 Q1	$402K	Buy	+46,805	New	+$427K	0.03%	416
2022 Q1	–	Sell	-12,632	Closed	-$162K	–	655
2021 Q4	$162K	Buy	+12,632	New	+$168K	0.01%	600

Other funds holding EMD

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

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cercano Management Bellevue, Washington $2.32B AUM 30.12% 1-Year Est. Return

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RCM

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

PCM

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

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Axxcess Wealth Management's EMD Position: Q4 2024 in Review

Axxcess Wealth Management sold out of Western Asset Emerging Markets Debt Fund (EMD) in Q4 2024, closing a stake of 36,408 shares — an estimated $371K sold.

Axxcess Wealth Management first reported a position in EMD in Q4 2021 and held it in 8 quarters. The position peaked at $432K in Q4 2023. 112 funds tracked by Wall St. Rank hold EMD as of Q4 2024.

Axxcess Wealth Management reported no remaining Western Asset Emerging Markets Debt Fund position as of Q4 2024 after selling out during the quarter.
Axxcess Wealth Management sold 36,408 Western Asset Emerging Markets Debt Fund shares in Q4 2024, an estimated $371K.
Axxcess Wealth Management first reported a position in Western Asset Emerging Markets Debt Fund in Q4 2021 and held it in 8 quarters.
Axxcess Wealth Management's Western Asset Emerging Markets Debt Fund position peaked at $432K in Q4 2023.
112 funds tracked by Wall St. Rank held Western Asset Emerging Markets Debt Fund as of Q4 2024.

Based on Axxcess Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.