EWA
WIA

EverSource Wealth Advisors’s Western Asset Inflation-Linked Income Fund WIA Stock Holding History

EverSource Wealth Advisors’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
Q3 		– Sell
-22
Closed -$182 – 2674
2023
Q2 		$182 Hold
22
– – ﹤0.01% 2424
2023
Q1 		$190 Hold
22
– – ﹤0.01% 2309
2022
Q4 		$189 Hold
22
– – ﹤0.01% 2257
2022
Q3 		$0 Buy
+22
New +$221 ﹤0.01% 2158

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
RGC
Roberts, Glore & Co Deerfield, Illinois $364M AUM 19.54% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

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

EverSource Wealth Advisors sold out of Western Asset Inflation-Linked Income Fund (WIA) in Q3 2023, closing a stake of 22 shares — an estimated $182 sold.

EverSource Wealth Advisors first reported a position in WIA in Q3 2022 and held it in 4 quarters. The position peaked at $190 in Q1 2023. 49 funds tracked by Wall St. Rank hold WIA as of Q3 2023.

  • EverSource Wealth Advisors reported no remaining Western Asset Inflation-Linked Income Fund position as of Q3 2023 after selling out during the quarter.
  • EverSource Wealth Advisors sold 22 Western Asset Inflation-Linked Income Fund shares in Q3 2023, an estimated $182.
  • EverSource Wealth Advisors first reported a position in Western Asset Inflation-Linked Income Fund in Q3 2022 and held it in 4 quarters.
  • EverSource Wealth Advisors's Western Asset Inflation-Linked Income Fund position peaked at $190 in Q1 2023.
  • 49 funds tracked by Wall St. Rank held Western Asset Inflation-Linked Income Fund as of Q3 2023.

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