FWM
PAI

Foresight Wealth Management’s Western Asset Investment Grade Income Fund PAI Stock Holding History

Foresight Wealth Management’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
2021
Q3 		– Sell
-22,754
Closed -$356K – 138
2021
Q2 		$356K Buy
+22,754
New +$346K 0.08% 93

Other funds holding PAI

CSIC
Clifford Swan Investment Counsel Pasadena, California $2.94B AUM 21.31% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
GIP
Granite Investment Partners El Segundo, California $1.63B AUM 38.09% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
MCP
Martin Capital Partners Eugene, Oregon $272M AUM 19.09% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Foresight Wealth Management's PAI Position: Q3 2021 in Review

Foresight Wealth Management sold out of Western Asset Investment Grade Income Fund (PAI) in Q3 2021, closing a stake of 22,754 shares — an estimated $356K sold.

Foresight Wealth Management first reported a position in PAI in Q2 2021 and held it in 1 quarter. The position peaked at $356K in Q2 2021. 25 funds tracked by Wall St. Rank hold PAI as of Q3 2021.

  • Foresight Wealth Management reported no remaining Western Asset Investment Grade Income Fund position as of Q3 2021 after selling out during the quarter.
  • Foresight Wealth Management sold 22,754 Western Asset Investment Grade Income Fund shares in Q3 2021, an estimated $356K.
  • Foresight Wealth Management first reported a position in Western Asset Investment Grade Income Fund in Q2 2021 and held it in 1 quarter.
  • Foresight Wealth Management's Western Asset Investment Grade Income Fund position peaked at $356K in Q2 2021.
  • 25 funds tracked by Wall St. Rank held Western Asset Investment Grade Income Fund as of Q3 2021.

Based on Foresight Wealth Management's 13F filing for Q3 2021, filed 21 Oct 2021.