LWANC
WIW

Laurel Wealth Advisors (North Carolina)’s Western Asset Inflation-Linked Opportunities & Income Fund WIW Stock Holding History

Laurel Wealth Advisors (North Carolina)’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
Q3 		– Sell
-1
Closed -$2 – 748
2024
Q2 		$2 Buy
+1
New +$9 ﹤0.01% 650

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
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
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LCM
Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s WIW Position: Q3 2024 in Review

Laurel Wealth Advisors (North Carolina) sold out of Western Asset Inflation-Linked Opportunities & Income Fund (WIW) in Q3 2024, closing a stake of 1 share — an estimated $2 sold.

Laurel Wealth Advisors (North Carolina) first reported a position in WIW in Q2 2024 and held it in 1 quarter. The position peaked at $2 in Q2 2024. 95 funds tracked by Wall St. Rank hold WIW as of Q3 2024.

  • Laurel Wealth Advisors (North Carolina) reported no remaining Western Asset Inflation-Linked Opportunities & Income Fund position as of Q3 2024 after selling out during the quarter.
  • Laurel Wealth Advisors (North Carolina) sold 1 Western Asset Inflation-Linked Opportunities & Income Fund share in Q3 2024, an estimated $2.
  • Laurel Wealth Advisors (North Carolina) first reported a position in Western Asset Inflation-Linked Opportunities & Income Fund in Q2 2024 and held it in 1 quarter.
  • Laurel Wealth Advisors (North Carolina)'s Western Asset Inflation-Linked Opportunities & Income Fund position peaked at $2 in Q2 2024.
  • 95 funds tracked by Wall St. Rank held Western Asset Inflation-Linked Opportunities & Income Fund as of Q3 2024.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q3 2024, filed 5 Nov 2024.