IFP Advisors’s Western Asset Diversified Income Fund WDI Stock Holding History

IFP Advisors’s Portfolio WDI Stock Details WDI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-600	Closed	-$8.67K	–	3356
2024 Q1	$8.67K	Hold	600	–	–	﹤0.01%	2287
2023 Q4	$8.46K	Hold	600	–	–	﹤0.01%	2250
2023 Q3	$7.94K	Hold	600	–	–	﹤0.01%	2345
2023 Q2	$8.08K	Buy	+600	New	+$8K	﹤0.01%	2365
2023 Q1	–	Sell	-228	Closed	-$5K	–	4442
2022 Q4	$5K	Buy	228 +36	+19%	+$465	﹤0.01%	3825
2022 Q3	$4K	Buy	192 +72	+60%	+$1.01K	﹤0.01%	4162
2022 Q2	$2K	Hold	120	–	–	﹤0.01%	4211
2022 Q1	$2K	Buy	+120	New	+$2.07K	﹤0.01%	4209

Other funds holding WDI

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

IFP Advisors's WDI Position: Q2 2024 in Review

IFP Advisors sold out of Western Asset Diversified Income Fund (WDI) in Q2 2024, closing a stake of 600 shares — an estimated $8.67K sold.

IFP Advisors first reported a position in WDI in Q1 2022 and held it in 8 quarters. The position peaked at $8.67K in Q1 2024. 59 funds tracked by Wall St. Rank hold WDI as of Q2 2024.

IFP Advisors reported no remaining Western Asset Diversified Income Fund position as of Q2 2024 after selling out during the quarter.
IFP Advisors sold 600 Western Asset Diversified Income Fund shares in Q2 2024, an estimated $8.67K.
IFP Advisors first reported a position in Western Asset Diversified Income Fund in Q1 2022 and held it in 8 quarters.
IFP Advisors's Western Asset Diversified Income Fund position peaked at $8.67K in Q1 2024.
59 funds tracked by Wall St. Rank held Western Asset Diversified Income Fund as of Q2 2024.

Based on IFP Advisors's 13F filing for Q2 2024, filed 30 Jul 2024.