Cambridge Investment Research Advisors
BWG

Cambridge Investment Research Advisors’s BrandywineGLOBAL Global Income Opportunities Fund BWG Stock Holding History

Cambridge Investment Research Advisors’s Portfolio BWG Stock Details BWG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-10,987
Closed -$92K – 3319
2023
Q4 		$92K Buy
+10,987
New +$84.1K ﹤0.01% 3047

Other funds holding BWG

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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
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

Cambridge Investment Research Advisors's BWG Position: Q1 2024 in Review

Cambridge Investment Research Advisors sold out of BrandywineGLOBAL Global Income Opportunities Fund (BWG) in Q1 2024, closing a stake of 10,987 shares — an estimated $92K sold.

Cambridge Investment Research Advisors first reported a position in BWG in Q4 2023 and held it in 1 quarter. The position peaked at $92K in Q4 2023. 41 funds tracked by Wall St. Rank hold BWG as of Q1 2024.

  • Cambridge Investment Research Advisors reported no remaining BrandywineGLOBAL Global Income Opportunities Fund position as of Q1 2024 after selling out during the quarter.
  • Cambridge Investment Research Advisors sold 10,987 BrandywineGLOBAL Global Income Opportunities Fund shares in Q1 2024, an estimated $92K.
  • Cambridge Investment Research Advisors first reported a position in BrandywineGLOBAL Global Income Opportunities Fund in Q4 2023 and held it in 1 quarter.
  • Cambridge Investment Research Advisors's BrandywineGLOBAL Global Income Opportunities Fund position peaked at $92K in Q4 2023.
  • 41 funds tracked by Wall St. Rank held BrandywineGLOBAL Global Income Opportunities Fund as of Q1 2024.

Based on Cambridge Investment Research Advisors's 13F filing for Q1 2024, filed 24 Apr 2024.