Orion Portfolio Solutions’s Western Asset Emerging Markets Debt Fund EMD Stock Holding History

Orion Portfolio Solutions’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
2022 Q2	–	Sell	-39,793	Closed	-$427K	–	694
2022 Q1	$427K	Sell	39,793 -11,804	-23%	-$133K	0.02%	472
2021 Q4	$660K	Buy	51,597 +731	+1%	+$9.71K	0.02%	356
2021 Q3	$692K	Sell	50,866 -238	-0.5%	-$3.31K	0.03%	324
2021 Q2	$716K	Sell	51,104 -1,818	-3%	-$25.1K	0.03%	282
2021 Q1	$700K	Sell	52,922 -2,394	-4%	-$32.3K	0.03%	257
2020 Q4	$769K	Buy	55,316 +22,433	+68%	+$295K	0.04%	231
2020 Q3	$405K	Sell	32,883 -691	-2%	-$8.88K	0.02%	300
2020 Q2	$414K	Buy	33,574 +4,080	+14%	+$46.9K	0.02%	268
2020 Q1	$311K	Buy	+29,494	New	+$400K	0.02%	256

Other funds holding EMD

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

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

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

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

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

Orion Portfolio Solutions's EMD Position: Q2 2022 in Review

Orion Portfolio Solutions sold out of Western Asset Emerging Markets Debt Fund (EMD) in Q2 2022, closing a stake of 39,793 shares — an estimated $427K sold.

Orion Portfolio Solutions first reported a position in EMD in Q1 2020 and held it in 9 quarters. The position peaked at $769K in Q4 2020. 92 funds tracked by Wall St. Rank hold EMD as of Q2 2022.

Orion Portfolio Solutions reported no remaining Western Asset Emerging Markets Debt Fund position as of Q2 2022 after selling out during the quarter.
Orion Portfolio Solutions sold 39,793 Western Asset Emerging Markets Debt Fund shares in Q2 2022, an estimated $427K.
Orion Portfolio Solutions first reported a position in Western Asset Emerging Markets Debt Fund in Q1 2020 and held it in 9 quarters.
Orion Portfolio Solutions's Western Asset Emerging Markets Debt Fund position peaked at $769K in Q4 2020.
92 funds tracked by Wall St. Rank held Western Asset Emerging Markets Debt Fund as of Q2 2022.

Based on Orion Portfolio Solutions's 13F filing for Q2 2022, filed 14 Jul 2022.