Realta Investment Advisors’s Western Asset Inflation-Linked Opportunities & Income Fund WIW Stock Holding History

Realta Investment Advisors’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
2024 Q3	–	Sell	-22,126	Closed	-$188K	–	777
2024 Q2	$188K	Sell	22,126 -1,947	-8%	-$16.6K	0.04%	405
2024 Q1	$208K	Sell	24,073 -3,268	-12%	-$28.1K	0.04%	394
2023 Q4	$237K	Buy	27,341 +2,069	+8%	+$17.4K	0.05%	370
2023 Q3	$224K	Hold	25,272	–	–	0.05%	362
2023 Q2	$224K	Buy	25,272 +539	+2%	+$4.9K	0.05%	372
2023 Q1	$226K	Buy	24,733 +1,066	+5%	+$9.92K	0.06%	360
2022 Q4	$216K	Buy	23,667 +3,178	+16%	+$29.7K	0.05%	371
2022 Q3	$186K	Buy	20,489 +1,885	+10%	+$19.4K	0.05%	368
2022 Q2	$195K	Buy	18,604 +4,122	+28%	+$45.2K	0.05%	365
2022 Q1	$174K	Buy	+14,482	New	+$179K	0.03%	406
2020 Q1	–	Sell	-3,169	Closed	-$35K	–	1401
2019 Q4	$35K	Buy	3,169 +21	+0.7%	+$235	0.01%	761
2019 Q3	$35K	Buy	3,148 +31	+1%	+$347	0.01%	768
2019 Q2	$35K	Buy	3,117 +1,244	+66%	+$13.5K	0.01%	764
2019 Q1	$20K	Buy	+1,873	New	+$19.8K	0.01%	763

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

RCM

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

PCM

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

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 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

LCM

Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

Realta Investment Advisors sold out of Western Asset Inflation-Linked Opportunities & Income Fund (WIW) in Q3 2024, closing a stake of 22,126 shares — an estimated $188K sold.

Realta Investment Advisors first reported a position in WIW in Q1 2019 and held it in 14 quarters. The position peaked at $237K in Q4 2023. 95 funds tracked by Wall St. Rank hold WIW as of Q3 2024.

Realta Investment Advisors reported no remaining Western Asset Inflation-Linked Opportunities & Income Fund position as of Q3 2024 after selling out during the quarter.
Realta Investment Advisors sold 22,126 Western Asset Inflation-Linked Opportunities & Income Fund shares in Q3 2024, an estimated $188K.
Realta Investment Advisors first reported a position in Western Asset Inflation-Linked Opportunities & Income Fund in Q1 2019 and held it in 14 quarters.
Realta Investment Advisors's Western Asset Inflation-Linked Opportunities & Income Fund position peaked at $237K in Q4 2023.
95 funds tracked by Wall St. Rank held Western Asset Inflation-Linked Opportunities & Income Fund as of Q3 2024.

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