RIA
WIA

Realta Investment Advisors’s Western Asset Inflation-Linked Income Fund WIA Stock Holding History

Realta Investment Advisors’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
Q3 		– Sell
-49,787
Closed -$399K – 776
2024
Q2 		$399K Sell
49,787
-7,940
-14% -$63.6K 0.08% 264
2024
Q1 		$470K Sell
57,727
-9,277
-14% -$75.1K 0.1% 243
2023
Q4 		$544K Sell
67,004
-5,156
-7% -$40.8K 0.12% 209
2023
Q3 		$596K Hold
72,160
– – 0.14% 174
2023
Q2 		$596K Sell
72,160
-4,173
-5% -$35.7K 0.13% 186
2023
Q1 		$660K Buy
76,333
+2,701
+4% +$23.8K 0.16% 152
2022
Q4 		$634K Sell
73,632
-3,930
-5% -$34.8K 0.15% 156
2022
Q3 		$694K Buy
77,562
+9,316
+14% +$93.4K 0.18% 141
2022
Q2 		$678K Buy
68,246
+6,123
+10% +$65.2K 0.17% 144
2022
Q1 		$727K Buy
62,123
+9,562
+18% +$117K 0.14% 157
2021
Q4 		$696K Buy
52,561
+4,097
+8% +$57K 0.15% 164
2021
Q3 		$668K Buy
48,464
+2,645
+6% +$37K 0.16% 160
2021
Q2 		$641K Buy
45,819
+3,833
+9% +$51.7K 0.15% 169
2021
Q1 		$537K Buy
41,986
+4,712
+13% +$60.8K 0.14% 186
2020
Q4 		$508K Buy
37,274
+6,981
+23% +$89.1K 0.14% 164
2020
Q3 		$369K Buy
30,293
+1,207
+4% +$15.2K 0.12% 193
2020
Q2 		$343K Buy
29,086
+6,197
+27% +$69.8K 0.11% 224
2020
Q1 		$241K Buy
22,889
+877
+4% +$10.4K 0.1% 230
2019
Q4 		$264K Buy
22,012
+2,106
+11% +$25K 0.07% 287
2019
Q3 		$233K Buy
19,906
+1,360
+7% +$15.8K 0.06% 296
2019
Q2 		$219K Buy
18,546
+4,293
+30% +$48.1K 0.06% 309
2019
Q1 		$159K Buy
+14,253
New +$156K 0.07% 318

Other funds holding WIA

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
RF
RHS Financial San Francisco, California $211M AUM 20.57% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
RGC
Roberts, Glore & Co Deerfield, Illinois $364M AUM 19.54% 1-Year Est. Return

Realta Investment Advisors's WIA Position: Q3 2024 in Review

Realta Investment Advisors sold out of Western Asset Inflation-Linked Income Fund (WIA) in Q3 2024, closing a stake of 49,787 shares — an estimated $399K sold.

Realta Investment Advisors first reported a position in WIA in Q1 2019 and held it in 22 quarters. The position peaked at $727K in Q1 2022. 50 funds tracked by Wall St. Rank hold WIA as of Q3 2024.

  • Realta Investment Advisors reported no remaining Western Asset Inflation-Linked Income Fund position as of Q3 2024 after selling out during the quarter.
  • Realta Investment Advisors sold 49,787 Western Asset Inflation-Linked Income Fund shares in Q3 2024, an estimated $399K.
  • Realta Investment Advisors first reported a position in Western Asset Inflation-Linked Income Fund in Q1 2019 and held it in 22 quarters.
  • Realta Investment Advisors's Western Asset Inflation-Linked Income Fund position peaked at $727K in Q1 2022.
  • 50 funds tracked by Wall St. Rank held Western Asset Inflation-Linked Income Fund as of Q3 2024.

Based on Realta Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.