CASC
WIA

Coppell Advisory Solutions Corp’s Western Asset Inflation-Linked Income Fund WIA Stock Holding History

Coppell Advisory Solutions Corp’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
2023
Q1 		– Sell
-1,933
Closed -$16.6K – 1087
2022
Q4 		$16.6K Buy
+1,933
New +$17.1K 0.01% 530

Other funds holding WIA

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

Coppell Advisory Solutions Corp's WIA Position: Q1 2023 in Review

Coppell Advisory Solutions Corp sold out of Western Asset Inflation-Linked Income Fund (WIA) in Q1 2023, closing a stake of 1,933 shares — an estimated $16.6K sold.

Coppell Advisory Solutions Corp first reported a position in WIA in Q4 2022 and held it in 1 quarter. The position peaked at $16.6K in Q4 2022. 49 funds tracked by Wall St. Rank hold WIA as of Q1 2023.

  • Coppell Advisory Solutions Corp reported no remaining Western Asset Inflation-Linked Income Fund position as of Q1 2023 after selling out during the quarter.
  • Coppell Advisory Solutions Corp sold 1,933 Western Asset Inflation-Linked Income Fund shares in Q1 2023, an estimated $16.6K.
  • Coppell Advisory Solutions Corp first reported a position in Western Asset Inflation-Linked Income Fund in Q4 2022 and held it in 1 quarter.
  • Coppell Advisory Solutions Corp's Western Asset Inflation-Linked Income Fund position peaked at $16.6K in Q4 2022.
  • 49 funds tracked by Wall St. Rank held Western Asset Inflation-Linked Income Fund as of Q1 2023.

Based on Coppell Advisory Solutions Corp's 13F filing for Q1 2023, filed 10 May 2023.