High Net Worth Advisory Group’s Western Asset Global Corporate Defined Opportunity Fund GDO Stock Holding History

High Net Worth Advisory Group’s Portfolio GDO Stock Details GDO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-2,350	Closed	-$30K	–	338
2022 Q4	$30K	Hold	2,350	–	–	0.01%	389
2022 Q3	$26K	Hold	2,350	–	–	0.01%	417
2022 Q2	$32K	Hold	2,350	–	–	0.01%	386
2022 Q1	$35K	Hold	2,350	–	–	0.01%	381
2021 Q4	$41K	Buy	+2,350	New	+$41.6K	0.01%	369

Other funds holding GDO

PAIM

Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

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

SIA

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

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

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

FCA Corp Houston, Texas $354M AUM 17.74% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

High Net Worth Advisory Group's GDO Position: Q1 2023 in Review

High Net Worth Advisory Group sold out of Western Asset Global Corporate Defined Opportunity Fund (GDO) in Q1 2023, closing a stake of 2,350 shares — an estimated $30K sold.

High Net Worth Advisory Group first reported a position in GDO in Q4 2021 and held it in 5 quarters. The position peaked at $41K in Q4 2021. 46 funds tracked by Wall St. Rank hold GDO as of Q1 2023.

High Net Worth Advisory Group reported no remaining Western Asset Global Corporate Defined Opportunity Fund position as of Q1 2023 after selling out during the quarter.
High Net Worth Advisory Group sold 2,350 Western Asset Global Corporate Defined Opportunity Fund shares in Q1 2023, an estimated $30K.
High Net Worth Advisory Group first reported a position in Western Asset Global Corporate Defined Opportunity Fund in Q4 2021 and held it in 5 quarters.
High Net Worth Advisory Group's Western Asset Global Corporate Defined Opportunity Fund position peaked at $41K in Q4 2021.
46 funds tracked by Wall St. Rank held Western Asset Global Corporate Defined Opportunity Fund as of Q1 2023.

Based on High Net Worth Advisory Group's 13F filing for Q1 2023, filed 20 Apr 2023.