SBL
WIW

Sargent Bickham Lagudis’s Western Asset Inflation-Linked Opportunities & Income Fund WIW Stock Holding History

Sargent Bickham Lagudis’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
2022
Q3 		– Sell
-10
Closed – – 1137
2022
Q2 		$0 Hold
10
– – ﹤0.01% 1145
2022
Q1 		$0 Hold
10
– – ﹤0.01% 1026
2021
Q4 		$0 Buy
+10
New +$135 ﹤0.01% 1019

Other funds holding WIW

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
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
BL
BFSG LLC Irvine, California $1.06B AUM 26.05% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Sargent Bickham Lagudis's WIW Position: Q3 2022 in Review

Sargent Bickham Lagudis sold out of Western Asset Inflation-Linked Opportunities & Income Fund (WIW) in Q3 2022, closing a stake of 10 shares.

Sargent Bickham Lagudis first reported a position in WIW in Q4 2021 and held it in 3 quarters. The position peaked at $0 in Q2 2022. 95 funds tracked by Wall St. Rank hold WIW as of Q3 2022.

  • Sargent Bickham Lagudis reported no remaining Western Asset Inflation-Linked Opportunities & Income Fund position as of Q3 2022 after selling out during the quarter.
  • Sargent Bickham Lagudis sold 10 Western Asset Inflation-Linked Opportunities & Income Fund shares in Q3 2022.
  • Sargent Bickham Lagudis first reported a position in Western Asset Inflation-Linked Opportunities & Income Fund in Q4 2021 and held it in 3 quarters.
  • Sargent Bickham Lagudis's Western Asset Inflation-Linked Opportunities & Income Fund position peaked at $0 in Q2 2022.
  • 95 funds tracked by Wall St. Rank held Western Asset Inflation-Linked Opportunities & Income Fund as of Q3 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q3 2022, filed 27 Oct 2022.