Baystate Wealth Management’s Western Asset Inflation-Linked Opportunities & Income Fund WIW Stock Holding History

Baystate Wealth Management’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 Q4	$4.4K	Buy	+507	New	+$4.27K	﹤0.01%	919

Other funds holding WIW

Morgan Stanley New York $1.66T AUM 25.57% 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

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

BPCM

Beach Point Capital Management Santa Monica, California $254M AUM 16.78% 1-Year Est. Return

SIA

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

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

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

PCM

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

Baystate Wealth Management's WIW Position: Q4 2023 in Review

Baystate Wealth Management opened a new position in Western Asset Inflation-Linked Opportunities & Income Fund (WIW) in Q4 2023: 507 shares worth $4.4K. The stake represents ﹤0.01% of the portfolio and ranks #919 among its holdings.

98 funds tracked by Wall St. Rank hold WIW as of Q4 2023.

Baystate Wealth Management held 507 shares of Western Asset Inflation-Linked Opportunities & Income Fund worth $4.4K as of Q4 2023.
Western Asset Inflation-Linked Opportunities & Income Fund was a new Baystate Wealth Management position in Q4 2023.
Western Asset Inflation-Linked Opportunities & Income Fund made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #919 holding.
98 funds tracked by Wall St. Rank held Western Asset Inflation-Linked Opportunities & Income Fund as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.