Beacon Capital Management LLC (Tennessee)’s Western Asset Emerging Markets Debt Fund EMD Stock Holding History

Beacon Capital Management LLC (Tennessee)’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
2025 Q1	–	Sell	-190	Closed	-$1.83K	–	1148
2024 Q4	$1.83K	Buy	190 +6	+3%	+$60	﹤0.01%	909
2024 Q3	$1.87K	Buy	184 +5	+3%	+$49	﹤0.01%	1017
2024 Q2	$1.67K	Buy	179 +5	+3%	+$47	﹤0.01%	887
2024 Q1	$1.68K	Buy	174 +9	+5%	+$83	﹤0.01%	899
2023 Q4	$1.37K	Buy	165 +4	+2%	+$34	﹤0.01%	836
2023 Q3	$1.39K	Hold	161	–	–	﹤0.01%	882
2023 Q2	$1.39K	Buy	161 +4	+3%	+$35	﹤0.01%	882
2023 Q1	$1.35K	Buy	157 +3	+2%	+$27	﹤0.01%	807
2022 Q4	$1.41K	Buy	154 +9	+6%	+$77	﹤0.01%	844
2022 Q3	$1K	Buy	145 +4	+3%	+$36	﹤0.01%	798
2022 Q2	$2K	Hold	141	–	–	﹤0.01%	773
2022 Q1	$2K	Buy	+141	New	+$1.59K	﹤0.01%	774

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

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

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 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

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

Beacon Capital Management LLC (Tennessee)'s EMD Position: Q1 2025 in Review

Beacon Capital Management LLC (Tennessee) sold out of Western Asset Emerging Markets Debt Fund (EMD) in Q1 2025, closing a stake of 190 shares — an estimated $1.83K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in EMD in Q1 2022 and held it in 12 quarters. The position peaked at $2K in Q2 2022. 101 funds tracked by Wall St. Rank hold EMD as of Q1 2025.

Beacon Capital Management LLC (Tennessee) reported no remaining Western Asset Emerging Markets Debt Fund position as of Q1 2025 after selling out during the quarter.
Beacon Capital Management LLC (Tennessee) sold 190 Western Asset Emerging Markets Debt Fund shares in Q1 2025, an estimated $1.83K.
Beacon Capital Management LLC (Tennessee) first reported a position in Western Asset Emerging Markets Debt Fund in Q1 2022 and held it in 12 quarters.
Beacon Capital Management LLC (Tennessee)'s Western Asset Emerging Markets Debt Fund position peaked at $2K in Q2 2022.
101 funds tracked by Wall St. Rank held Western Asset Emerging Markets Debt Fund as of Q1 2025.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q1 2025, filed 21 Apr 2025.