Proficio Capital Partners’s Western Asset Inflation-Linked Opportunities & Income Fund WIW Stock Holding History

Proficio Capital Partners’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
2023 Q4	–	Sell	-20,440	Closed	-$168K	–	326
2023 Q3	$168K	Sell	20,440 -600	-3%	-$5.25K	0.02%	289
2023 Q2	$186K	Hold	21,040	–	–	0.03%	283
2023 Q1	$193K	Sell	21,040 -174	-0.8%	-$1.62K	0.03%	276
2022 Q4	$194K	Hold	21,214	–	–	0.04%	272
2022 Q3	$192K	Hold	21,214	–	–	0.04%	250
2022 Q2	$223K	Hold	21,214	–	–	0.04%	253
2022 Q1	$255K	Sell	21,214 -17,402	-45%	-$216K	0.04%	232
2021 Q4	$524K	Sell	38,616 -28,573	-43%	-$386K	0.07%	138
2021 Q3	$893K	Sell	67,189 -16,096	-19%	-$214K	0.12%	101
2021 Q2	$1.09M	Sell	83,285 -40,320	-33%	-$514K	0.13%	91
2021 Q1	$1.5M	Sell	123,605 -501,908	-80%	-$6.17M	0.19%	71
2020 Q4	$7.76M	Buy	625,513 +75,900	+14%	+$888K	1.22%	20
2020 Q3	$6.18M	Sell	549,613 -113,950	-17%	-$1.3M	1.09%	19
2020 Q2	$7.27M	Buy	663,563 +351,395	+113%	+$3.69M	1.49%	17
2020 Q1	$3.02M	Buy	+312,168	New	+$3.48M	0.76%	29

Other funds holding WIW

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

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

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

RCM

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

PCM

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

BPCM

Beach Point Capital Management Santa Monica, California $254M AUM 16.78% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

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

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

PCM

PenderFund Capital Management Vancouver, British Columbia, Canada $639M AUM 31.05% 1-Year Est. Return

Proficio Capital Partners's WIW Position: Q4 2023 in Review

Proficio Capital Partners sold out of Western Asset Inflation-Linked Opportunities & Income Fund (WIW) in Q4 2023, closing a stake of 20,440 shares — an estimated $168K sold.

Proficio Capital Partners first reported a position in WIW in Q1 2020 and held it in 15 quarters. The position peaked at $7.76M in Q4 2020. 98 funds tracked by Wall St. Rank hold WIW as of Q4 2023.

Proficio Capital Partners reported no remaining Western Asset Inflation-Linked Opportunities & Income Fund position as of Q4 2023 after selling out during the quarter.
Proficio Capital Partners sold 20,440 Western Asset Inflation-Linked Opportunities & Income Fund shares in Q4 2023, an estimated $168K.
Proficio Capital Partners first reported a position in Western Asset Inflation-Linked Opportunities & Income Fund in Q1 2020 and held it in 15 quarters.
Proficio Capital Partners's Western Asset Inflation-Linked Opportunities & Income Fund position peaked at $7.76M in Q4 2020.
98 funds tracked by Wall St. Rank held Western Asset Inflation-Linked Opportunities & Income Fund as of Q4 2023.

Based on Proficio Capital Partners's 13F filing for Q4 2023, filed 13 Feb 2024.