CA
SBI

Centerpoint Advisors’s Western Asset Intermediate Muni Fund SBI Stock Holding History

Centerpoint Advisors’s Portfolio SBI Stock Details SBI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-45
Closed – – 458
2021
Q4 		$0 Buy
+45
New +$436 ﹤0.01% 457

Other funds holding SBI

1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
WTC
WhitTier Trust Company Reno, Nevada $4.87B AUM 25.35% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $8.86B AUM 28.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Centerpoint Advisors's SBI Position: Q1 2022 in Review

Centerpoint Advisors sold out of Western Asset Intermediate Muni Fund (SBI) in Q1 2022, closing a stake of 45 shares.

Centerpoint Advisors first reported a position in SBI in Q4 2021 and held it in 1 quarter. The position peaked at $0 in Q4 2021. 60 funds tracked by Wall St. Rank hold SBI as of Q1 2022.

  • Centerpoint Advisors reported no remaining Western Asset Intermediate Muni Fund position as of Q1 2022 after selling out during the quarter.
  • Centerpoint Advisors sold 45 Western Asset Intermediate Muni Fund shares in Q1 2022.
  • Centerpoint Advisors first reported a position in Western Asset Intermediate Muni Fund in Q4 2021 and held it in 1 quarter.
  • Centerpoint Advisors's Western Asset Intermediate Muni Fund position peaked at $0 in Q4 2021.
  • 60 funds tracked by Wall St. Rank held Western Asset Intermediate Muni Fund as of Q1 2022.

Based on Centerpoint Advisors's 13F filing for Q1 2022, filed 27 Apr 2022.