Crestone Asset Management’s Western Asset Inflation-Linked Opportunities & Income Fund WIW Stock Holding History

Crestone Asset Management’s Portfolio WIW Stock Details WIW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-30,022	Closed	-$260K	–	116
2023 Q4	$260K	Hold	30,022	–	–	0.06%	83
2023 Q3	$247K	Buy	+30,022	New	+$263K	0.06%	92

Other funds holding WIW

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

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

BPCM

Beach Point Capital Management Santa Monica, California $254M AUM 16.78% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

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

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

SIA

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

PCM

PenderFund Capital Management Vancouver, British Columbia, Canada $639M AUM 31.05% 1-Year Est. Return

Crestone Asset Management's WIW Position: Q1 2024 in Review

Crestone Asset Management sold out of Western Asset Inflation-Linked Opportunities & Income Fund (WIW) in Q1 2024, closing a stake of 30,022 shares — an estimated $260K sold.

Crestone Asset Management first reported a position in WIW in Q3 2023 and held it in 2 quarters. The position peaked at $260K in Q4 2023. 90 funds tracked by Wall St. Rank hold WIW as of Q1 2024.

Crestone Asset Management reported no remaining Western Asset Inflation-Linked Opportunities & Income Fund position as of Q1 2024 after selling out during the quarter.
Crestone Asset Management sold 30,022 Western Asset Inflation-Linked Opportunities & Income Fund shares in Q1 2024, an estimated $260K.
Crestone Asset Management first reported a position in Western Asset Inflation-Linked Opportunities & Income Fund in Q3 2023 and held it in 2 quarters.
Crestone Asset Management's Western Asset Inflation-Linked Opportunities & Income Fund position peaked at $260K in Q4 2023.
90 funds tracked by Wall St. Rank held Western Asset Inflation-Linked Opportunities & Income Fund as of Q1 2024.

Based on Crestone Asset Management's 13F filing for Q1 2024, filed 26 Apr 2024.