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WIA

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

Coppell Advisory Solutions’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
2025
Q1 		– Sell
-55
Closed -$438 – 1875
2024
Q4 		$438 Hold
55
– – ﹤0.01% 1772
2024
Q3 		$469 Sell
55
-177
-76% -$1.45K ﹤0.01% 1664
2024
Q2 		$1.86K Buy
+232
New +$1.86K ﹤0.01% 1400
2023
Q4 		$16.6K Buy
2,046
+113
+6% +$893 ﹤0.01% 800
2023
Q3 		$16.6K Sell
1,933
-145
-7% -$1.2K 0.01% 525
2023
Q2 		$17.3K Buy
+2,078
New +$17.8K ﹤0.01% 581
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
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
CC
CF Capital Cohasset, Massachusetts $83M AUM 14.05% 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
RF
RHS Financial San Francisco, California $211M AUM 20.57% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return

Coppell Advisory Solutions's WIA Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of Western Asset Inflation-Linked Income Fund (WIA) in Q1 2025, closing a stake of 55 shares — an estimated $438 sold.

Coppell Advisory Solutions first reported a position in WIA in Q4 2022 and held it in 7 quarters. The position peaked at $17.3K in Q2 2023. 49 funds tracked by Wall St. Rank hold WIA as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining Western Asset Inflation-Linked Income Fund position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 55 Western Asset Inflation-Linked Income Fund shares in Q1 2025, an estimated $438.
  • Coppell Advisory Solutions first reported a position in Western Asset Inflation-Linked Income Fund in Q4 2022 and held it in 7 quarters.
  • Coppell Advisory Solutions's Western Asset Inflation-Linked Income Fund position peaked at $17.3K in Q2 2023.
  • 49 funds tracked by Wall St. Rank held Western Asset Inflation-Linked Income Fund as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.