ACIM
WDI

Azimuth Capital Investment Management’s Western Asset Diversified Income Fund WDI Stock Holding History

Azimuth Capital Investment Management’s Portfolio WDI Stock Details WDI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-11,250
Closed -$152K – 308
2023
Q2 		$152K Buy
+11,250
New +$150K 0.01% 303

Other funds holding WDI

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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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Azimuth Capital Investment Management's WDI Position: Q3 2023 in Review

Azimuth Capital Investment Management sold out of Western Asset Diversified Income Fund (WDI) in Q3 2023, closing a stake of 11,250 shares — an estimated $152K sold.

Azimuth Capital Investment Management first reported a position in WDI in Q2 2023 and held it in 1 quarter. The position peaked at $152K in Q2 2023. 51 funds tracked by Wall St. Rank hold WDI as of Q3 2023.

  • Azimuth Capital Investment Management reported no remaining Western Asset Diversified Income Fund position as of Q3 2023 after selling out during the quarter.
  • Azimuth Capital Investment Management sold 11,250 Western Asset Diversified Income Fund shares in Q3 2023, an estimated $152K.
  • Azimuth Capital Investment Management first reported a position in Western Asset Diversified Income Fund in Q2 2023 and held it in 1 quarter.
  • Azimuth Capital Investment Management's Western Asset Diversified Income Fund position peaked at $152K in Q2 2023.
  • 51 funds tracked by Wall St. Rank held Western Asset Diversified Income Fund as of Q3 2023.

Based on Azimuth Capital Investment Management's 13F filing for Q3 2023, filed 13 Nov 2023.