EWA
BWG

EverSource Wealth Advisors’s BrandywineGLOBAL Global Income Opportunities Fund BWG Stock Holding History

EverSource Wealth Advisors’s Portfolio BWG Stock Details BWG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-293
Closed -$2.36K – 2524
2023
Q2 		$2.36K Hold
293
– – ﹤0.01% 1984
2023
Q1 		$2.33K Hold
293
– – ﹤0.01% 1892
2022
Q4 		$2.39K Hold
293
– – ﹤0.01% 1859
2022
Q3 		$2K Buy
+293
New +$2.54K ﹤0.01% 1634

Other funds holding BWG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Allspring Global Investments
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
API
Advisor Partners II Walnut Creek, California $2.49B AUM 30.88% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

EverSource Wealth Advisors's BWG Position: Q3 2023 in Review

EverSource Wealth Advisors sold out of BrandywineGLOBAL Global Income Opportunities Fund (BWG) in Q3 2023, closing a stake of 293 shares — an estimated $2.36K sold.

EverSource Wealth Advisors first reported a position in BWG in Q3 2022 and held it in 4 quarters. The position peaked at $2.39K in Q4 2022. 39 funds tracked by Wall St. Rank hold BWG as of Q3 2023.

  • EverSource Wealth Advisors reported no remaining BrandywineGLOBAL Global Income Opportunities Fund position as of Q3 2023 after selling out during the quarter.
  • EverSource Wealth Advisors sold 293 BrandywineGLOBAL Global Income Opportunities Fund shares in Q3 2023, an estimated $2.36K.
  • EverSource Wealth Advisors first reported a position in BrandywineGLOBAL Global Income Opportunities Fund in Q3 2022 and held it in 4 quarters.
  • EverSource Wealth Advisors's BrandywineGLOBAL Global Income Opportunities Fund position peaked at $2.39K in Q4 2022.
  • 39 funds tracked by Wall St. Rank held BrandywineGLOBAL Global Income Opportunities Fund as of Q3 2023.

Based on EverSource Wealth Advisors's 13F filing for Q3 2023, filed 3 Nov 2023.