Foresight Wealth Management’s Western Asset Inflation-Linked Income Fund WIA Stock Holding History

Foresight Wealth Management’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
2022 Q4	–	Sell	-10,256	Closed	-$92K	–	110
2022 Q3	$92K	Buy	10,256 +184	+2%	+$1.84K	0.02%	109
2022 Q2	$99K	Buy	+10,072	New	+$107K	0.02%	111
2022 Q1	–	Sell	-28,638	Closed	-$379K	–	134
2021 Q4	$379K	Buy	28,638 +4,714	+20%	+$65.6K	﹤0.01%	97
2021 Q3	$330K	Buy	23,924 +6,532	+38%	+$91.5K	0.07%	95
2021 Q2	$243K	Buy	+17,392	New	+$235K	0.05%	107

Other funds holding WIA

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

RGC

Roberts, Glore & Co Deerfield, Illinois $364M AUM 19.54% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

Foresight Wealth Management's WIA Position: Q4 2022 in Review

Foresight Wealth Management sold out of Western Asset Inflation-Linked Income Fund (WIA) in Q4 2022, closing a stake of 10,256 shares — an estimated $92K sold.

Foresight Wealth Management first reported a position in WIA in Q2 2021 and held it in 5 quarters. The position peaked at $379K in Q4 2021. 59 funds tracked by Wall St. Rank hold WIA as of Q4 2022.

Foresight Wealth Management reported no remaining Western Asset Inflation-Linked Income Fund position as of Q4 2022 after selling out during the quarter.
Foresight Wealth Management sold 10,256 Western Asset Inflation-Linked Income Fund shares in Q4 2022, an estimated $92K.
Foresight Wealth Management first reported a position in Western Asset Inflation-Linked Income Fund in Q2 2021 and held it in 5 quarters.
Foresight Wealth Management's Western Asset Inflation-Linked Income Fund position peaked at $379K in Q4 2021.
59 funds tracked by Wall St. Rank held Western Asset Inflation-Linked Income Fund as of Q4 2022.

Based on Foresight Wealth Management's 13F filing for Q4 2022, filed 13 Feb 2023.