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Legacy Capital Wealth Partners’s UBS Asset Management Income Fund, Inc. CIK Stock Holding History

Legacy Capital Wealth Partners’s Portfolio CIK Stock Details CIK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-16,470
Closed -$43.5K – 313
2024
Q1 		$43.5K Buy
+16,470
New +$49.7K 0.03% 112

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Envestnet Asset Management
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ICM
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NA
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LCM
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Northwestern Mutual Wealth Management
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Legacy Capital Wealth Partners's CIK Position: Q2 2024 in Review

Legacy Capital Wealth Partners sold out of UBS Asset Management Income Fund, Inc. (CIK) in Q2 2024, closing a stake of 16,470 shares — an estimated $43.5K sold.

Legacy Capital Wealth Partners first reported a position in CIK in Q1 2024 and held it in 1 quarter. The position peaked at $43.5K in Q1 2024. 39 funds tracked by Wall St. Rank hold CIK as of Q2 2024.

  • Legacy Capital Wealth Partners reported no remaining UBS Asset Management Income Fund, Inc. position as of Q2 2024 after selling out during the quarter.
  • Legacy Capital Wealth Partners sold 16,470 UBS Asset Management Income Fund, Inc. shares in Q2 2024, an estimated $43.5K.
  • Legacy Capital Wealth Partners first reported a position in UBS Asset Management Income Fund, Inc. in Q1 2024 and held it in 1 quarter.
  • Legacy Capital Wealth Partners's UBS Asset Management Income Fund, Inc. position peaked at $43.5K in Q1 2024.
  • 39 funds tracked by Wall St. Rank held UBS Asset Management Income Fund, Inc. as of Q2 2024.

Based on Legacy Capital Wealth Partners's 13F filing for Q2 2024, filed 2 Aug 2024.