RA
WIA

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

Rise 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
2023
Q2 		– Sell
-1,739
Closed -$15K – 802
2023
Q1 		$15K Buy
1,739
+49
+3% +$431 0.01% 296
2022
Q4 		$14.5K Buy
1,690
+68
+4% +$602 0.01% 290
2022
Q3 		$15K Buy
1,622
+57
+4% +$572 0.01% 285
2022
Q2 		$15K Buy
1,565
+50
+3% +$533 0.02% 275
2022
Q1 		$18K Buy
1,515
+36
+2% +$439 0.02% 258
2021
Q4 		$19.6K Buy
+1,479
New +$20.6K 0.02% 248

Other funds holding WIA

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Morgan Stanley
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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
RGC
Roberts, Glore & Co Deerfield, Illinois $364M AUM 19.54% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Rise Advisors's WIA Position: Q2 2023 in Review

Rise Advisors sold out of Western Asset Inflation-Linked Income Fund (WIA) in Q2 2023, closing a stake of 1,739 shares — an estimated $15K sold.

Rise Advisors first reported a position in WIA in Q4 2021 and held it in 6 quarters. The position peaked at $19.6K in Q4 2021. 50 funds tracked by Wall St. Rank hold WIA as of Q2 2023.

  • Rise Advisors reported no remaining Western Asset Inflation-Linked Income Fund position as of Q2 2023 after selling out during the quarter.
  • Rise Advisors sold 1,739 Western Asset Inflation-Linked Income Fund shares in Q2 2023, an estimated $15K.
  • Rise Advisors first reported a position in Western Asset Inflation-Linked Income Fund in Q4 2021 and held it in 6 quarters.
  • Rise Advisors's Western Asset Inflation-Linked Income Fund position peaked at $19.6K in Q4 2021.
  • 50 funds tracked by Wall St. Rank held Western Asset Inflation-Linked Income Fund as of Q2 2023.

Based on Rise Advisors's 13F filing for Q2 2023, filed 10 Jul 2023.