Fidelity Investments
PAI

Fidelity Investments’s Western Asset Investment Grade Income Fund PAI Stock Holding History

Fidelity Investments’s Portfolio PAI Stock Details PAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-1
Closed -$12 – 5458
2022
Q4 		$12 Hold
1
– – ﹤0.01% 5212
2022
Q3 		$0 Buy
+1
New +$12 ﹤0.01% 5260

Other funds holding PAI

1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
SIA
SeaBridge Investment Advisors Summit, New Jersey $692M AUM 52.26% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
CSIC
Clifford Swan Investment Counsel Pasadena, California $2.94B AUM 21.31% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
WCM
Whitener Capital Management Rocky Mount, North Carolina $472M AUM 32.43% 1-Year Est. Return

Fidelity Investments's PAI Position: Q1 2023 in Review

Fidelity Investments sold out of Western Asset Investment Grade Income Fund (PAI) in Q1 2023, closing a stake of 1 share — an estimated $12 sold.

Fidelity Investments first reported a position in PAI in Q3 2022 and held it in 2 quarters. The position peaked at $12 in Q4 2022. 32 funds tracked by Wall St. Rank hold PAI as of Q1 2023.

  • Fidelity Investments reported no remaining Western Asset Investment Grade Income Fund position as of Q1 2023 after selling out during the quarter.
  • Fidelity Investments sold 1 Western Asset Investment Grade Income Fund share in Q1 2023, an estimated $12.
  • Fidelity Investments first reported a position in Western Asset Investment Grade Income Fund in Q3 2022 and held it in 2 quarters.
  • Fidelity Investments's Western Asset Investment Grade Income Fund position peaked at $12 in Q4 2022.
  • 32 funds tracked by Wall St. Rank held Western Asset Investment Grade Income Fund as of Q1 2023.

Based on Fidelity Investments's 13F filing for Q1 2023, filed 11 May 2023.