FourThought Financial’s Western Asset Inflation-Linked Opportunities & Income Fund WIW Stock Holding History

FourThought Financial’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
2022 Q3	$14K	Buy	1,595 +93	+6%	+$956	﹤0.01%	957
2022 Q2	$16K	Hold	1,502	–	–	﹤0.01%	919
2022 Q1	$18K	Hold	1,502	–	–	﹤0.01%	927
2021 Q4	$20K	Hold	1,502	–	–	﹤0.01%	931
2021 Q3	$19K	Buy	+1,502	New	+$20K	﹤0.01%	965

Other funds holding WIW

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

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

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

BFSG LLC Irvine, California $1.13B AUM 29.95% 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

COLIM

City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return

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

FourThought Financial's WIW Position: Q3 2022 in Review

FourThought Financial increased its Western Asset Inflation-Linked Opportunities & Income Fund (WIW) stake by 6.2% in Q3 2022, buying an estimated $956 and bringing the position to 1,595 shares worth $14K. The position accounts for ﹤0.01% of the portfolio, ranked #957.

FourThought Financial first reported a position in WIW in Q3 2021 and has held it in 5 quarters since. The position peaked at $20K in Q4 2021. 95 funds tracked by Wall St. Rank hold WIW as of Q3 2022.

FourThought Financial held 1,595 shares of Western Asset Inflation-Linked Opportunities & Income Fund worth $14K as of Q3 2022.
FourThought Financial bought 93 Western Asset Inflation-Linked Opportunities & Income Fund shares in Q3 2022, an estimated $956.
Western Asset Inflation-Linked Opportunities & Income Fund made up ﹤0.01% of FourThought Financial's portfolio in Q3 2022, its #957 holding.
FourThought Financial first reported a position in Western Asset Inflation-Linked Opportunities & Income Fund in Q3 2021 and has held it in 5 quarters since.
FourThought Financial's Western Asset Inflation-Linked Opportunities & Income Fund position peaked at $20K in Q4 2021.
95 funds tracked by Wall St. Rank held Western Asset Inflation-Linked Opportunities & Income Fund as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.