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

Liberty Wealth 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
2021 Q4	–	Sell	-4,071	Closed	-$54K	–	1102
2021 Q3	$54K	Buy	4,071 +32	+0.8%	+$426	0.02%	407
2021 Q2	$53K	Buy	4,039 +54	+1%	+$688	0.02%	310
2021 Q1	$49K	Hold	3,985	–	–	0.02%	283
2020 Q4	$49K	Buy	3,985 +41	+1%	+$480	0.02%	280
2020 Q3	$44K	Buy	3,944 +32	+0.8%	+$364	0.03%	255
2020 Q2	$43K	Buy	3,912 +37	+1%	+$389	0.03%	245
2020 Q1	$37K	Buy	3,875 +38	+1%	+$423	0.03%	251
2019 Q4	$44K	Buy	3,837 +37	+1%	+$414	0.03%	273
2019 Q3	$42K	Buy	3,800 +37	+1%	+$414	0.04%	260
2019 Q2	$42K	Buy	3,763 +37	+1%	+$402	0.04%	275
2019 Q1	$39K	Buy	3,726 +37	+1%	+$391	0.03%	236
2018 Q4	$37K	Buy	+3,689	New	+$38.2K	0.03%	223

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 New York $1.66T AUM 25.57% 1-Year Est. Return

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

BFSG LLC Irvine, California $1.06B AUM 26.05% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Liberty Wealth Management's WIW Position: Q4 2021 in Review

Liberty Wealth Management sold out of Western Asset Inflation-Linked Opportunities & Income Fund (WIW) in Q4 2021, closing a stake of 4,071 shares — an estimated $54K sold.

Liberty Wealth Management first reported a position in WIW in Q4 2018 and held it in 12 quarters. The position peaked at $54K in Q3 2021. 89 funds tracked by Wall St. Rank hold WIW as of Q4 2021.

Liberty Wealth Management reported no remaining Western Asset Inflation-Linked Opportunities & Income Fund position as of Q4 2021 after selling out during the quarter.
Liberty Wealth Management sold 4,071 Western Asset Inflation-Linked Opportunities & Income Fund shares in Q4 2021, an estimated $54K.
Liberty Wealth Management first reported a position in Western Asset Inflation-Linked Opportunities & Income Fund in Q4 2018 and held it in 12 quarters.
Liberty Wealth Management's Western Asset Inflation-Linked Opportunities & Income Fund position peaked at $54K in Q3 2021.
89 funds tracked by Wall St. Rank held Western Asset Inflation-Linked Opportunities & Income Fund as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.