OWA
EMD

Opal Wealth Advisors’s Western Asset Emerging Markets Debt Fund EMD Stock Holding History

Opal Wealth Advisors’s Portfolio EMD Stock Details EMD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-238
Closed -$2.28K – 1244
2024
Q1 		$2.28K Buy
+238
New +$2.18K ﹤0.01% 290

Other funds holding EMD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Opal Wealth Advisors's EMD Position: Q2 2024 in Review

Opal Wealth Advisors sold out of Western Asset Emerging Markets Debt Fund (EMD) in Q2 2024, closing a stake of 238 shares — an estimated $2.28K sold.

Opal Wealth Advisors first reported a position in EMD in Q1 2024 and held it in 1 quarter. The position peaked at $2.28K in Q1 2024. 95 funds tracked by Wall St. Rank hold EMD as of Q2 2024.

  • Opal Wealth Advisors reported no remaining Western Asset Emerging Markets Debt Fund position as of Q2 2024 after selling out during the quarter.
  • Opal Wealth Advisors sold 238 Western Asset Emerging Markets Debt Fund shares in Q2 2024, an estimated $2.28K.
  • Opal Wealth Advisors first reported a position in Western Asset Emerging Markets Debt Fund in Q1 2024 and held it in 1 quarter.
  • Opal Wealth Advisors's Western Asset Emerging Markets Debt Fund position peaked at $2.28K in Q1 2024.
  • 95 funds tracked by Wall St. Rank held Western Asset Emerging Markets Debt Fund as of Q2 2024.

Based on Opal Wealth Advisors's 13F filing for Q2 2024, filed 12 Jul 2024.