LWA
WIW

Lenox Wealth Advisors’s Western Asset Inflation-Linked Opportunities & Income Fund WIW Stock Holding History

Lenox Wealth Advisors’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
2022
Q1 		$13K Buy
+1,127
New +$14K ﹤0.01% 450

Other funds holding WIW

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BL
BFSG LLC Irvine, California $1.13B AUM 29.95% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Lenox Wealth Advisors's WIW Position: Q1 2022 in Review

Lenox Wealth Advisors opened a new position in Western Asset Inflation-Linked Opportunities & Income Fund (WIW) in Q1 2022: 1,127 shares worth $13K. The stake represents ﹤0.01% of the portfolio and ranks #450 among its holdings.

90 funds tracked by Wall St. Rank hold WIW as of Q1 2022.

  • Lenox Wealth Advisors held 1,127 shares of Western Asset Inflation-Linked Opportunities & Income Fund worth $13K as of Q1 2022.
  • Western Asset Inflation-Linked Opportunities & Income Fund was a new Lenox Wealth Advisors position in Q1 2022.
  • Western Asset Inflation-Linked Opportunities & Income Fund made up ﹤0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #450 holding.
  • 90 funds tracked by Wall St. Rank held Western Asset Inflation-Linked Opportunities & Income Fund as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.