IAIM
WIW

International Assets Investment Management’s Western Asset Inflation-Linked Opportunities & Income Fund WIW Stock Holding History

International Assets Investment Management’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
2024
Q4 		– Sell
-5,304
Closed -$600 – 1967
2024
Q3 		$600 Buy
5,304
+4,704
+784% +$40.5K ﹤0.01% 1296
2024
Q2 		$5.11K Buy
+600
New +$5.12K ﹤0.01% 1843
2023
Q2 		– Sell
-900
Closed -$8.23K – 1140
2023
Q1 		$8.23K Buy
+900
New +$8.38K ﹤0.01% 871

Other funds holding WIW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
PCM
PenderFund Capital Management Vancouver, British Columbia, Canada $639M AUM 31.05% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

International Assets Investment Management's WIW Position: Q4 2024 in Review

International Assets Investment Management sold out of Western Asset Inflation-Linked Opportunities & Income Fund (WIW) in Q4 2024, closing a stake of 5,304 shares — an estimated $600 sold.

International Assets Investment Management first reported a position in WIW in Q1 2023 and held it in 3 quarters. The position peaked at $8.23K in Q1 2023. 94 funds tracked by Wall St. Rank hold WIW as of Q4 2024.

  • International Assets Investment Management reported no remaining Western Asset Inflation-Linked Opportunities & Income Fund position as of Q4 2024 after selling out during the quarter.
  • International Assets Investment Management sold 5,304 Western Asset Inflation-Linked Opportunities & Income Fund shares in Q4 2024, an estimated $600.
  • International Assets Investment Management first reported a position in Western Asset Inflation-Linked Opportunities & Income Fund in Q1 2023 and held it in 3 quarters.
  • International Assets Investment Management's Western Asset Inflation-Linked Opportunities & Income Fund position peaked at $8.23K in Q1 2023.
  • 94 funds tracked by Wall St. Rank held Western Asset Inflation-Linked Opportunities & Income Fund as of Q4 2024.

Based on International Assets Investment Management's 13F filing for Q4 2024, filed 8 Jan 2025.