Cetera Advisor Networks’s Western Asset Inflation-Linked Opportunities & Income Fund WIW Stock Holding History

Cetera Advisor Networks’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 Q1	$140K	Buy	16,213 +515	+3%	+$4.42K	﹤0.01%	2651
2023 Q4	$136K	Sell	15,698 -224	-1%	-$1.89K	﹤0.01%	2611
2023 Q3	$131K	Buy	15,922 +2,137	+16%	+$18.7K	﹤0.01%	2526
2023 Q2	$122K	Buy	+13,785	New	+$125K	﹤0.01%	2442
2020 Q3	–	Sell	-1,534	Closed	-$17K	–	3019
2020 Q2	$17K	Buy	+1,534	New	+$16.1K	﹤0.01%	2496
2020 Q1	–	Sell	-49,910	Closed	-$577K	–	1286
2019 Q4	$577K	Sell	49,910 -1,730	-3%	-$19.3K	0.02%	685
2019 Q3	$573K	Sell	51,640 -1,032	-2%	-$11.5K	0.02%	650
2019 Q2	$587K	Sell	52,672 -8,251	-14%	-$89.7K	0.02%	627
2019 Q1	$653K	Sell	60,923 -3,050	-5%	-$32.2K	0.02%	581
2018 Q4	$649K	Buy	63,973 +90	+0.1%	+$933	0.03%	498
2018 Q3	$693K	Buy	+63,883	New	+$703K	0.02%	529
2018 Q1	–	Sell	-55,129	Closed	-$630K	–	995
2017 Q4	$630K	Buy	+55,129	New	+$622K	0.03%	495

Other funds holding WIW

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

BPCM

Beach Point Capital Management Santa Monica, California $258M AUM 20.26% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

PCM

PenderFund Capital Management Vancouver, British Columbia, Canada $639M AUM 31.05% 1-Year Est. Return

Cetera Advisor Networks's WIW Position: Q1 2024 in Review

Cetera Advisor Networks increased its Western Asset Inflation-Linked Opportunities & Income Fund (WIW) stake by 3.3% in Q1 2024, buying an estimated $4.42K and bringing the position to 16,213 shares worth $140K. The position accounts for ﹤0.01% of the portfolio, ranked #2651.

Cetera Advisor Networks first reported a position in WIW in Q4 2017 and has held it in 12 quarters since. The position peaked at $693K in Q3 2018. 90 funds tracked by Wall St. Rank hold WIW as of Q1 2024.

Cetera Advisor Networks held 16,213 shares of Western Asset Inflation-Linked Opportunities & Income Fund worth $140K as of Q1 2024.
Cetera Advisor Networks bought 515 Western Asset Inflation-Linked Opportunities & Income Fund shares in Q1 2024, an estimated $4.42K.
Western Asset Inflation-Linked Opportunities & Income Fund made up ﹤0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #2651 holding.
Cetera Advisor Networks first reported a position in Western Asset Inflation-Linked Opportunities & Income Fund in Q4 2017 and has held it in 12 quarters since.
Cetera Advisor Networks's Western Asset Inflation-Linked Opportunities & Income Fund position peaked at $693K in Q3 2018.
90 funds tracked by Wall St. Rank held Western Asset Inflation-Linked Opportunities & Income Fund as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.