PFA
SBI

Pathway Financial Advisers’s Western Asset Intermediate Muni Fund SBI Stock Holding History

Pathway Financial Advisers’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
2023
Q1 		– Sell
-2,977
Closed -$22.6K – 554
2022
Q4 		$22.6K Buy
+2,977
New +$22.2K 0.01% 317

Other funds holding SBI

1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
WTC
WhitTier Trust Company Reno, Nevada $5.35B AUM 29.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TIM
Tortoise Investment Management White Plains, New York $1.34B AUM 16.05% 1-Year Est. Return

Pathway Financial Advisers's SBI Position: Q1 2023 in Review

Pathway Financial Advisers sold out of Western Asset Intermediate Muni Fund (SBI) in Q1 2023, closing a stake of 2,977 shares — an estimated $22.6K sold.

Pathway Financial Advisers first reported a position in SBI in Q4 2022 and held it in 1 quarter. The position peaked at $22.6K in Q4 2022. 64 funds tracked by Wall St. Rank hold SBI as of Q1 2023.

  • Pathway Financial Advisers reported no remaining Western Asset Intermediate Muni Fund position as of Q1 2023 after selling out during the quarter.
  • Pathway Financial Advisers sold 2,977 Western Asset Intermediate Muni Fund shares in Q1 2023, an estimated $22.6K.
  • Pathway Financial Advisers first reported a position in Western Asset Intermediate Muni Fund in Q4 2022 and held it in 1 quarter.
  • Pathway Financial Advisers's Western Asset Intermediate Muni Fund position peaked at $22.6K in Q4 2022.
  • 64 funds tracked by Wall St. Rank held Western Asset Intermediate Muni Fund as of Q1 2023.

Based on Pathway Financial Advisers's 13F filing for Q1 2023, filed 19 Jul 2024.