CIA
WIW

Capital Investment Advisors’s Western Asset Inflation-Linked Opportunities & Income Fund WIW Stock Holding History

Capital Investment Advisors’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
Q4 		– Sell
-10,141
Closed -$89.6K – 698
2024
Q3 		$89.6K Hold
10,141
– – ﹤0.01% 647
2024
Q2 		$86.3K Hold
10,141
– – ﹤0.01% 623
2024
Q1 		$87.5K Hold
10,141
– – ﹤0.01% 615
2023
Q4 		$87.9K Hold
10,141
– – ﹤0.01% 604
2023
Q3 		$83.5K Buy
+10,141
New +$88.7K ﹤0.01% 585
2023
Q2 		– Sell
-10,141
Closed -$92.8K – 606
2023
Q1 		$92.8K Buy
+10,141
New +$94.4K ﹤0.01% 557

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
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
PenderFund Capital Management Vancouver, British Columbia, Canada $639M AUM 31.05% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital Investment Advisors's WIW Position: Q4 2024 in Review

Capital Investment Advisors sold out of Western Asset Inflation-Linked Opportunities & Income Fund (WIW) in Q4 2024, closing a stake of 10,141 shares — an estimated $89.6K sold.

Capital Investment Advisors first reported a position in WIW in Q1 2023 and held it in 6 quarters. The position peaked at $92.8K in Q1 2023. 94 funds tracked by Wall St. Rank hold WIW as of Q4 2024.

  • Capital Investment Advisors reported no remaining Western Asset Inflation-Linked Opportunities & Income Fund position as of Q4 2024 after selling out during the quarter.
  • Capital Investment Advisors sold 10,141 Western Asset Inflation-Linked Opportunities & Income Fund shares in Q4 2024, an estimated $89.6K.
  • Capital Investment Advisors first reported a position in Western Asset Inflation-Linked Opportunities & Income Fund in Q1 2023 and held it in 6 quarters.
  • Capital Investment Advisors's Western Asset Inflation-Linked Opportunities & Income Fund position peaked at $92.8K in Q1 2023.
  • 94 funds tracked by Wall St. Rank held Western Asset Inflation-Linked Opportunities & Income Fund as of Q4 2024.

Based on Capital Investment Advisors's 13F filing for Q4 2024, filed 13 Jan 2025.