CAM
WIA

Concorde Asset Management’s Western Asset Inflation-Linked Income Fund WIA Stock Holding History

Concorde Asset Management’s Portfolio WIA Stock Details WIA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-47,150
Closed -$407K – 176
2024
Q1 		$407K Buy
+47,150
New +$382K 0.28% 63

Other funds holding WIA

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
RGC
Roberts, Glore & Co Deerfield, Illinois $364M AUM 19.54% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
RF
RHS Financial San Francisco, California $211M AUM 20.57% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

Concorde Asset Management's WIA Position: Q2 2024 in Review

Concorde Asset Management sold out of Western Asset Inflation-Linked Income Fund (WIA) in Q2 2024, closing a stake of 47,150 shares — an estimated $407K sold.

Concorde Asset Management first reported a position in WIA in Q1 2024 and held it in 1 quarter. The position peaked at $407K in Q1 2024. 49 funds tracked by Wall St. Rank hold WIA as of Q2 2024.

  • Concorde Asset Management reported no remaining Western Asset Inflation-Linked Income Fund position as of Q2 2024 after selling out during the quarter.
  • Concorde Asset Management sold 47,150 Western Asset Inflation-Linked Income Fund shares in Q2 2024, an estimated $407K.
  • Concorde Asset Management first reported a position in Western Asset Inflation-Linked Income Fund in Q1 2024 and held it in 1 quarter.
  • Concorde Asset Management's Western Asset Inflation-Linked Income Fund position peaked at $407K in Q1 2024.
  • 49 funds tracked by Wall St. Rank held Western Asset Inflation-Linked Income Fund as of Q2 2024.

Based on Concorde Asset Management's 13F filing for Q2 2024, filed 12 Aug 2024.