Congress Park Capital’s Western Asset Inflation-Linked Income Fund WIA Stock Holding History

Congress Park Capital’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
2022 Q2	–	Sell	-48,890	Closed	-$572K	–	149
2022 Q1	$572K	Sell	48,890 -5,085	-9%	-$62K	0.29%	77
2021 Q4	$715K	Buy	53,975 +9,420	+21%	+$131K	0.35%	67
2021 Q3	$614K	Buy	44,555 +10,670	+31%	+$149K	0.31%	67
2021 Q2	$474K	Buy	33,885 +9,155	+37%	+$123K	0.24%	84
2021 Q1	$316K	Buy	+24,730	New	+$319K	0.18%	102

Other funds holding WIA

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

SIA

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

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

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

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

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

RGC

Roberts, Glore & Co Deerfield, Illinois $364M AUM 19.54% 1-Year Est. Return

WAM

Wakefield Asset Management Englewood, Colorado $377M AUM 38.72% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Congress Park Capital's WIA Position: Q2 2022 in Review

Congress Park Capital sold out of Western Asset Inflation-Linked Income Fund (WIA) in Q2 2022, closing a stake of 48,890 shares — an estimated $572K sold.

Congress Park Capital first reported a position in WIA in Q1 2021 and held it in 5 quarters. The position peaked at $715K in Q4 2021. 55 funds tracked by Wall St. Rank hold WIA as of Q2 2022.

Congress Park Capital reported no remaining Western Asset Inflation-Linked Income Fund position as of Q2 2022 after selling out during the quarter.
Congress Park Capital sold 48,890 Western Asset Inflation-Linked Income Fund shares in Q2 2022, an estimated $572K.
Congress Park Capital first reported a position in Western Asset Inflation-Linked Income Fund in Q1 2021 and held it in 5 quarters.
Congress Park Capital's Western Asset Inflation-Linked Income Fund position peaked at $715K in Q4 2021.
55 funds tracked by Wall St. Rank held Western Asset Inflation-Linked Income Fund as of Q2 2022.

Based on Congress Park Capital's 13F filing for Q2 2022, filed 22 Jul 2022.