PFS
WEA

Prospera Financial Services’s Western Asset Premier Bond Fund WEA Stock Holding History

Prospera Financial Services’s Portfolio WEA Stock Details WEA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-271
Closed -$3K – 2617
2022
Q1 		$3K Buy
+271
New +$3.44K ﹤0.01% 2425

Other funds holding WEA

1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
PMG
ProVise Management Group Clearwater, Florida $1.39B AUM 18.33% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Prospera Financial Services's WEA Position: Q2 2022 in Review

Prospera Financial Services sold out of Western Asset Premier Bond Fund (WEA) in Q2 2022, closing a stake of 271 shares — an estimated $3K sold.

Prospera Financial Services first reported a position in WEA in Q1 2022 and held it in 1 quarter. The position peaked at $3K in Q1 2022. 39 funds tracked by Wall St. Rank hold WEA as of Q2 2022.

  • Prospera Financial Services reported no remaining Western Asset Premier Bond Fund position as of Q2 2022 after selling out during the quarter.
  • Prospera Financial Services sold 271 Western Asset Premier Bond Fund shares in Q2 2022, an estimated $3K.
  • Prospera Financial Services first reported a position in Western Asset Premier Bond Fund in Q1 2022 and held it in 1 quarter.
  • Prospera Financial Services's Western Asset Premier Bond Fund position peaked at $3K in Q1 2022.
  • 39 funds tracked by Wall St. Rank held Western Asset Premier Bond Fund as of Q2 2022.

Based on Prospera Financial Services's 13F filing for Q2 2022, filed 8 Aug 2022.