Cetera Advisors’s Western Asset Emerging Markets Debt Fund EMD Stock Holding History

Cetera Advisors’s Portfolio EMD Stock Details EMD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	$2.38M	Buy	+247,860	New	+$2.27M	0.02%	737
2023 Q4	–	Sell	-10,380	Closed	-$86.2K	–	1815
2023 Q3	$86.2K	Sell	10,380 -375	-3%	-$3.31K	﹤0.01%	1616
2023 Q2	$92.7K	Sell	10,755 -1,181	-10%	-$10.2K	﹤0.01%	1584
2023 Q1	$103K	Sell	11,936 -215	-2%	-$1.96K	﹤0.01%	1562
2022 Q4	$111K	Hold	12,151	–	–	﹤0.01%	1511
2022 Q3	$97K	Sell	12,151 -500	-4%	-$4.49K	﹤0.01%	1210
2022 Q2	$112K	Buy	12,651 +500	+4%	+$4.81K	﹤0.01%	1299
2022 Q1	$130K	Sell	12,151 -2,800	-19%	-$31.6K	﹤0.01%	1338
2021 Q4	$191K	Sell	14,951 -980	-6%	-$13K	﹤0.01%	1340
2021 Q3	$217K	Hold	15,931	–	–	﹤0.01%	1269
2021 Q2	$223K	Buy	15,931 +3,632	+30%	+$50.1K	0.01%	1184
2021 Q1	$163K	Buy	+12,299	New	+$166K	﹤0.01%	1166

Other funds holding EMD

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

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 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

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

Cetera Advisors's EMD Position: Q1 2024 in Review

Cetera Advisors opened a new position in Western Asset Emerging Markets Debt Fund (EMD) in Q1 2024: 247,860 shares worth $2.38M. The stake represents 0.02% of the portfolio and ranks #737 among its holdings. This is a return to the name: Cetera Advisors previously reported a position in EMD as recently as Q3 2023.

Cetera Advisors first reported a position in EMD in Q1 2021 and has held it in 12 quarters since. 92 funds tracked by Wall St. Rank hold EMD as of Q1 2024.

Cetera Advisors held 247,860 shares of Western Asset Emerging Markets Debt Fund worth $2.38M as of Q1 2024.
Western Asset Emerging Markets Debt Fund was a new Cetera Advisors position in Q1 2024.
Western Asset Emerging Markets Debt Fund made up 0.02% of Cetera Advisors's portfolio in Q1 2024, its #737 holding.
Cetera Advisors first reported a position in Western Asset Emerging Markets Debt Fund in Q1 2021 and has held it in 12 quarters since.
92 funds tracked by Wall St. Rank held Western Asset Emerging Markets Debt Fund as of Q1 2024.

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