SA
BWG

SFI Advisors’s BrandywineGLOBAL Global Income Opportunities Fund BWG Stock Holding History

SFI Advisors’s Portfolio BWG Stock Details BWG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-35,934
Closed -$300K – 79
2023
Q4 		$300K Buy
+35,934
New +$275K 0.26% 58

Other funds holding BWG

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
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

SFI Advisors's BWG Position: Q1 2024 in Review

SFI Advisors sold out of BrandywineGLOBAL Global Income Opportunities Fund (BWG) in Q1 2024, closing a stake of 35,934 shares — an estimated $300K sold.

SFI Advisors first reported a position in BWG in Q4 2023 and held it in 1 quarter. The position peaked at $300K in Q4 2023. 41 funds tracked by Wall St. Rank hold BWG as of Q1 2024.

  • SFI Advisors reported no remaining BrandywineGLOBAL Global Income Opportunities Fund position as of Q1 2024 after selling out during the quarter.
  • SFI Advisors sold 35,934 BrandywineGLOBAL Global Income Opportunities Fund shares in Q1 2024, an estimated $300K.
  • SFI Advisors first reported a position in BrandywineGLOBAL Global Income Opportunities Fund in Q4 2023 and held it in 1 quarter.
  • SFI Advisors's BrandywineGLOBAL Global Income Opportunities Fund position peaked at $300K in Q4 2023.
  • 41 funds tracked by Wall St. Rank held BrandywineGLOBAL Global Income Opportunities Fund as of Q1 2024.

Based on SFI Advisors's 13F filing for Q1 2024, filed 13 May 2024.