BHWM
WIW

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

Beaird Harris 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
2024
Q3 		– Sell
-60
Closed -$511 – 706
2024
Q2 		$511 Buy
+60
New +$512 ﹤0.01% 627
2024
Q1 		– Sell
-359
Closed -$3.11K – 659
2023
Q4 		$3.11K Hold
359
– – ﹤0.01% 423
2023
Q3 		$2.96K Buy
+359
New +$3.14K ﹤0.01% 340

Other funds holding WIW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
PCM
PenderFund Capital Management Vancouver, British Columbia, Canada $639M AUM 31.05% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LCM
Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Beaird Harris Wealth Management's WIW Position: Q3 2024 in Review

Beaird Harris Wealth Management sold out of Western Asset Inflation-Linked Opportunities & Income Fund (WIW) in Q3 2024, closing a stake of 60 shares — an estimated $511 sold.

Beaird Harris Wealth Management first reported a position in WIW in Q3 2023 and held it in 3 quarters. The position peaked at $3.11K in Q4 2023. 95 funds tracked by Wall St. Rank hold WIW as of Q3 2024.

  • Beaird Harris Wealth Management reported no remaining Western Asset Inflation-Linked Opportunities & Income Fund position as of Q3 2024 after selling out during the quarter.
  • Beaird Harris Wealth Management sold 60 Western Asset Inflation-Linked Opportunities & Income Fund shares in Q3 2024, an estimated $511.
  • Beaird Harris Wealth Management first reported a position in Western Asset Inflation-Linked Opportunities & Income Fund in Q3 2023 and held it in 3 quarters.
  • Beaird Harris Wealth Management's Western Asset Inflation-Linked Opportunities & Income Fund position peaked at $3.11K in Q4 2023.
  • 95 funds tracked by Wall St. Rank held Western Asset Inflation-Linked Opportunities & Income Fund as of Q3 2024.

Based on Beaird Harris Wealth Management's 13F filing for Q3 2024, filed 2 Dec 2024.