Fidelity Investments’s Western Asset Inflation-Linked Opportunities & Income Fund WIW Stock Holding History

Fidelity Investments’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	-1	Closed	-$9	–	5749
2023 Q4	$9	Buy	+1	New	+$8	﹤0.01%	5335
2023 Q2	–	Sell	-1	Closed	-$9	–	5612
2023 Q1	$9	Buy	+1	New	+$9	﹤0.01%	5187
2019 Q2	–	Sell	-1	Closed	–	–	4220
2019 Q1	$0	Hold	1	–	–	﹤0.01%	4270
2018 Q4	$0	Hold	1	–	–	﹤0.01%	4229
2018 Q3	$0	Buy	+1	New	+$11	﹤0.01%	3825

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

Fidelity Investments's WIW Position: Q1 2024 in Review

Fidelity Investments sold out of Western Asset Inflation-Linked Opportunities & Income Fund (WIW) in Q1 2024, closing a stake of 1 share — an estimated $9 sold.

Fidelity Investments first reported a position in WIW in Q3 2018 and held it in 5 quarters. The position peaked at $9 in Q4 2023. 90 funds tracked by Wall St. Rank hold WIW as of Q1 2024.

Fidelity Investments reported no remaining Western Asset Inflation-Linked Opportunities & Income Fund position as of Q1 2024 after selling out during the quarter.
Fidelity Investments sold 1 Western Asset Inflation-Linked Opportunities & Income Fund share in Q1 2024, an estimated $9.
Fidelity Investments first reported a position in Western Asset Inflation-Linked Opportunities & Income Fund in Q3 2018 and held it in 5 quarters.
Fidelity Investments's Western Asset Inflation-Linked Opportunities & Income Fund position peaked at $9 in Q4 2023.
90 funds tracked by Wall St. Rank held Western Asset Inflation-Linked Opportunities & Income Fund as of Q1 2024.

Based on Fidelity Investments's 13F filing for Q1 2024, filed 13 May 2024.