SWM
WEA

SeaCrest Wealth Management’s Western Asset Premier Bond Fund WEA Stock Holding History

SeaCrest Wealth Management’s Portfolio WEA Stock Details WEA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-22,700
Closed -$272K – 1631
2022
Q1 		$272K Buy
22,700
+1,800
+9% +$22.9K 0.03% 547
2021
Q4 		$299K Buy
+20,900
New +$294K 0.03% 516

Other funds holding WEA

1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
PMG
ProVise Management Group Clearwater, Florida $1.39B AUM 18.33% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

SeaCrest Wealth Management's WEA Position: Q2 2022 in Review

SeaCrest Wealth Management sold out of Western Asset Premier Bond Fund (WEA) in Q2 2022, closing a stake of 22,700 shares — an estimated $272K sold.

SeaCrest Wealth Management first reported a position in WEA in Q4 2021 and held it in 2 quarters. The position peaked at $299K in Q4 2021. 39 funds tracked by Wall St. Rank hold WEA as of Q2 2022.

  • SeaCrest Wealth Management reported no remaining Western Asset Premier Bond Fund position as of Q2 2022 after selling out during the quarter.
  • SeaCrest Wealth Management sold 22,700 Western Asset Premier Bond Fund shares in Q2 2022, an estimated $272K.
  • SeaCrest Wealth Management first reported a position in Western Asset Premier Bond Fund in Q4 2021 and held it in 2 quarters.
  • SeaCrest Wealth Management's Western Asset Premier Bond Fund position peaked at $299K in Q4 2021.
  • 39 funds tracked by Wall St. Rank held Western Asset Premier Bond Fund as of Q2 2022.

Based on SeaCrest Wealth Management's 13F filing for Q2 2022, filed 9 Aug 2022.