IP
WIA

Ignite Planners’s Western Asset Inflation-Linked Income Fund WIA Stock Holding History

Ignite Planners’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
2023
Q4 		– Sell
-13,430
Closed -$103K – 340
2023
Q3 		$103K Buy
+13,430
New +$111K 0.03% 314

Other funds holding WIA

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
RGC
Roberts, Glore & Co Deerfield, Illinois $364M AUM 19.54% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
RF
RHS Financial San Francisco, California $211M AUM 20.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Ignite Planners's WIA Position: Q4 2023 in Review

Ignite Planners sold out of Western Asset Inflation-Linked Income Fund (WIA) in Q4 2023, closing a stake of 13,430 shares — an estimated $103K sold.

Ignite Planners first reported a position in WIA in Q3 2023 and held it in 1 quarter. The position peaked at $103K in Q3 2023. 55 funds tracked by Wall St. Rank hold WIA as of Q4 2023.

  • Ignite Planners reported no remaining Western Asset Inflation-Linked Income Fund position as of Q4 2023 after selling out during the quarter.
  • Ignite Planners sold 13,430 Western Asset Inflation-Linked Income Fund shares in Q4 2023, an estimated $103K.
  • Ignite Planners first reported a position in Western Asset Inflation-Linked Income Fund in Q3 2023 and held it in 1 quarter.
  • Ignite Planners's Western Asset Inflation-Linked Income Fund position peaked at $103K in Q3 2023.
  • 55 funds tracked by Wall St. Rank held Western Asset Inflation-Linked Income Fund as of Q4 2023.

Based on Ignite Planners's 13F filing for Q4 2023, filed 9 Jan 2024.