Qube Research & Technologies (QRT)’s Western Asset Inflation-Linked Income Fund WIA Stock Holding History

Qube Research & Technologies (QRT)’s Portfolio WIA Stock Details WIA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-21,441	Closed	-$174K	–	4918
2023 Q4	$174K	Hold	21,441	–	–	﹤0.01%	2856
2023 Q3	$168K	Hold	21,441	–	–	﹤0.01%	2462
2023 Q2	$177K	Hold	21,441	–	–	﹤0.01%	1811
2023 Q1	$185K	Hold	21,441	–	–	﹤0.01%	1959
2022 Q4	$185K	Hold	21,441	–	–	﹤0.01%	1847
2022 Q3	$192K	Hold	21,441	–	–	﹤0.01%	1783
2022 Q2	$210K	Hold	21,441	–	–	﹤0.01%	1724
2022 Q1	$251K	Buy	+21,441	New	+$261K	﹤0.01%	1869

Other funds holding WIA

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

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

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

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

RGC

Roberts, Glore & Co Deerfield, Illinois $364M AUM 19.54% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

RHS Financial San Francisco, California $211M AUM 20.57% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

Qube Research & Technologies (QRT)'s WIA Position: Q1 2024 in Review

Qube Research & Technologies (QRT) sold out of Western Asset Inflation-Linked Income Fund (WIA) in Q1 2024, closing a stake of 21,441 shares — an estimated $174K sold.

Qube Research & Technologies (QRT) first reported a position in WIA in Q1 2022 and held it in 8 quarters. The position peaked at $251K in Q1 2022. 50 funds tracked by Wall St. Rank hold WIA as of Q1 2024.

Qube Research & Technologies (QRT) reported no remaining Western Asset Inflation-Linked Income Fund position as of Q1 2024 after selling out during the quarter.
Qube Research & Technologies (QRT) sold 21,441 Western Asset Inflation-Linked Income Fund shares in Q1 2024, an estimated $174K.
Qube Research & Technologies (QRT) first reported a position in Western Asset Inflation-Linked Income Fund in Q1 2022 and held it in 8 quarters.
Qube Research & Technologies (QRT)'s Western Asset Inflation-Linked Income Fund position peaked at $251K in Q1 2022.
50 funds tracked by Wall St. Rank held Western Asset Inflation-Linked Income Fund as of Q1 2024.

Based on Qube Research & Technologies (QRT)'s 13F filing for Q1 2024, filed 14 May 2024.