NA
WIA

NewEdge Advisors’s Western Asset Inflation-Linked Income Fund WIA Stock Holding History

NewEdge Advisors’s Portfolio WIA Stock Details WIA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-428
Closed -$3.43K – 3956
2024
Q2 		$3.43K Buy
428
+8
+2% +$64 ﹤0.01% 3199
2024
Q1 		$3.42K Buy
+420
New +$3.4K ﹤0.01% 3262
2023
Q3 		– Sell
-12,600
Closed -$104K – 3673
2023
Q2 		$104K Buy
+12,600
New +$108K ﹤0.01% 1837

Other funds holding WIA

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
RF
RHS Financial San Francisco, California $211M AUM 20.57% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
RGC
Roberts, Glore & Co Deerfield, Illinois $364M AUM 19.54% 1-Year Est. Return

NewEdge Advisors's WIA Position: Q3 2024 in Review

NewEdge Advisors sold out of Western Asset Inflation-Linked Income Fund (WIA) in Q3 2024, closing a stake of 428 shares — an estimated $3.43K sold.

NewEdge Advisors first reported a position in WIA in Q2 2023 and held it in 3 quarters. The position peaked at $104K in Q2 2023. 50 funds tracked by Wall St. Rank hold WIA as of Q3 2024.

  • NewEdge Advisors reported no remaining Western Asset Inflation-Linked Income Fund position as of Q3 2024 after selling out during the quarter.
  • NewEdge Advisors sold 428 Western Asset Inflation-Linked Income Fund shares in Q3 2024, an estimated $3.43K.
  • NewEdge Advisors first reported a position in Western Asset Inflation-Linked Income Fund in Q2 2023 and held it in 3 quarters.
  • NewEdge Advisors's Western Asset Inflation-Linked Income Fund position peaked at $104K in Q2 2023.
  • 50 funds tracked by Wall St. Rank held Western Asset Inflation-Linked Income Fund as of Q3 2024.

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