BWA
EMD

BDO Wealth Advisors’s Western Asset Emerging Markets Debt Fund EMD Stock Holding History

BDO Wealth Advisors’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
2023
Q2 		– Sell
-2,991
Closed -$25.7K – 1008
2023
Q1 		$25.7K Buy
+2,991
New +$27.3K ﹤0.01% 541
2017
Q3 		– Hold
0
– – – 416

Other funds holding EMD

Morgan Stanley
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
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
PCM
PenderFund Capital Management Vancouver, British Columbia, Canada $639M AUM 31.05% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
GI
Glovista Investments Jersey City, New Jersey $215M AUM 10.51% 1-Year Est. Return

BDO Wealth Advisors's EMD Position: Q2 2023 in Review

BDO Wealth Advisors sold out of Western Asset Emerging Markets Debt Fund (EMD) in Q2 2023, closing a stake of 2,991 shares — an estimated $25.7K sold.

BDO Wealth Advisors first reported a position in EMD in Q1 2023 and held it in 1 quarter. The position peaked at $25.7K in Q1 2023. 87 funds tracked by Wall St. Rank hold EMD as of Q2 2023.

  • BDO Wealth Advisors reported no remaining Western Asset Emerging Markets Debt Fund position as of Q2 2023 after selling out during the quarter.
  • BDO Wealth Advisors sold 2,991 Western Asset Emerging Markets Debt Fund shares in Q2 2023, an estimated $25.7K.
  • BDO Wealth Advisors first reported a position in Western Asset Emerging Markets Debt Fund in Q1 2023 and held it in 1 quarter.
  • BDO Wealth Advisors's Western Asset Emerging Markets Debt Fund position peaked at $25.7K in Q1 2023.
  • 87 funds tracked by Wall St. Rank held Western Asset Emerging Markets Debt Fund as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.