Patriot Financial Group Insurance Agency’s Western Asset Inflation-Linked Opportunities & Income Fund WIW Stock Holding History

Patriot Financial Group Insurance Agency’s Portfolio WIW Stock Details WIW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-250	Closed	-$3K	–	2263
2021 Q4	$3K	Hold	250	–	–	﹤0.01%	1893
2021 Q3	$3K	Hold	250	–	–	﹤0.01%	1885
2021 Q2	$3K	Hold	250	–	–	﹤0.01%	1820
2021 Q1	$3K	Hold	250	–	–	﹤0.01%	1723
2020 Q4	$3K	Buy	+250	New	+$2.93K	﹤0.01%	1590

Other funds holding WIW

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

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

BFSG LLC Irvine, California $1.13B AUM 29.95% 1-Year Est. Return

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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

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

COLIM

City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return

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

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

Patriot Financial Group Insurance Agency's WIW Position: Q1 2022 in Review

Patriot Financial Group Insurance Agency sold out of Western Asset Inflation-Linked Opportunities & Income Fund (WIW) in Q1 2022, closing a stake of 250 shares — an estimated $3K sold.

Patriot Financial Group Insurance Agency first reported a position in WIW in Q4 2020 and held it in 5 quarters. The position peaked at $3K in Q4 2021. 90 funds tracked by Wall St. Rank hold WIW as of Q1 2022.

Patriot Financial Group Insurance Agency reported no remaining Western Asset Inflation-Linked Opportunities & Income Fund position as of Q1 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 250 Western Asset Inflation-Linked Opportunities & Income Fund shares in Q1 2022, an estimated $3K.
Patriot Financial Group Insurance Agency first reported a position in Western Asset Inflation-Linked Opportunities & Income Fund in Q4 2020 and held it in 5 quarters.
Patriot Financial Group Insurance Agency's Western Asset Inflation-Linked Opportunities & Income Fund position peaked at $3K in Q4 2021.
90 funds tracked by Wall St. Rank held Western Asset Inflation-Linked Opportunities & Income Fund as of Q1 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q1 2022, filed 11 May 2022.