NA
SBI

NewEdge Advisors’s Western Asset Intermediate Muni Fund SBI Stock Holding History

NewEdge Advisors’s Portfolio SBI Stock Details SBI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-424
Closed -$3.33K – 3926
2024
Q2 		$3.33K Hold
424
– – ﹤0.01% 3208
2024
Q1 		$3.36K Hold
424
– – ﹤0.01% 3269
2023
Q4 		$3.27K Hold
424
– – ﹤0.01% 3240
2023
Q3 		$3.04K Sell
424
-473
-53% -$3.56K ﹤0.01% 2951
2023
Q2 		$6.83K Hold
897
– – ﹤0.01% 2718
2023
Q1 		$7.09K Hold
897
– – ﹤0.01% 2673
2022
Q4 		$7 Buy
+897
New +$6.7K ﹤0.01% 3762

Other funds holding SBI

RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
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
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
WA
Whitebox Advisors Minneapolis, Minnesota $8.12B AUM 15.85% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

NewEdge Advisors's SBI Position: Q3 2024 in Review

NewEdge Advisors sold out of Western Asset Intermediate Muni Fund (SBI) in Q3 2024, closing a stake of 424 shares — an estimated $3.33K sold.

NewEdge Advisors first reported a position in SBI in Q4 2022 and held it in 7 quarters. The position peaked at $7.09K in Q1 2023. 58 funds tracked by Wall St. Rank hold SBI as of Q3 2024.

  • NewEdge Advisors reported no remaining Western Asset Intermediate Muni Fund position as of Q3 2024 after selling out during the quarter.
  • NewEdge Advisors sold 424 Western Asset Intermediate Muni Fund shares in Q3 2024, an estimated $3.33K.
  • NewEdge Advisors first reported a position in Western Asset Intermediate Muni Fund in Q4 2022 and held it in 7 quarters.
  • NewEdge Advisors's Western Asset Intermediate Muni Fund position peaked at $7.09K in Q1 2023.
  • 58 funds tracked by Wall St. Rank held Western Asset Intermediate Muni Fund as of Q3 2024.

Based on NewEdge Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.