CA
WEA

CoreCap Advisors’s Western Asset Premier Bond Fund WEA Stock Holding History

CoreCap Advisors’s Portfolio WEA Stock Details WEA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-324
Closed -$3.45K – 2596
2024
Q1 		$3.45K Buy
+324
New +$3.54K ﹤0.01% 2000

Other funds holding WEA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
CPRC
Consolidated Portfolio Review Corp Woodbury, New York $1.1B AUM 8.96% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

CoreCap Advisors's WEA Position: Q2 2024 in Review

CoreCap Advisors sold out of Western Asset Premier Bond Fund (WEA) in Q2 2024, closing a stake of 324 shares — an estimated $3.45K sold.

CoreCap Advisors first reported a position in WEA in Q1 2024 and held it in 1 quarter. The position peaked at $3.45K in Q1 2024. 42 funds tracked by Wall St. Rank hold WEA as of Q2 2024.

  • CoreCap Advisors reported no remaining Western Asset Premier Bond Fund position as of Q2 2024 after selling out during the quarter.
  • CoreCap Advisors sold 324 Western Asset Premier Bond Fund shares in Q2 2024, an estimated $3.45K.
  • CoreCap Advisors first reported a position in Western Asset Premier Bond Fund in Q1 2024 and held it in 1 quarter.
  • CoreCap Advisors's Western Asset Premier Bond Fund position peaked at $3.45K in Q1 2024.
  • 42 funds tracked by Wall St. Rank held Western Asset Premier Bond Fund as of Q2 2024.

Based on CoreCap Advisors's 13F filing for Q2 2024, filed 8 Aug 2024.