Spire Wealth Management’s Western Asset Emerging Markets Debt Fund EMD Stock Holding History

Spire Wealth Management’s Portfolio EMD Stock Details EMD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-5,206	Closed	-$50K	–	2260
2024 Q1	$50K	Hold	5,206	–	–	﹤0.01%	1214
2023 Q4	$46.8K	Hold	5,206	–	–	﹤0.01%	1220
2023 Q3	$43.2K	Hold	5,206	–	–	﹤0.01%	1213
2023 Q2	$44.9K	Hold	5,206	–	–	﹤0.01%	1240
2023 Q1	$44.7K	Buy	5,206 +4,497	+634%	+$41K	﹤0.01%	1243
2022 Q4	$6K	Sell	709 -93	-12%	-$796	﹤0.01%	1768
2022 Q3	$6K	Sell	802 -16,477	-95%	-$148K	﹤0.01%	1691
2022 Q2	$153K	Sell	17,279 -15,634	-48%	-$150K	0.01%	861
2022 Q1	$353K	Buy	32,913 +342	+1%	+$3.86K	0.01%	673
2021 Q4	$417K	Sell	32,571 -226	-0.7%	-$3K	0.01%	763
2021 Q3	$446K	Buy	32,797 +400	+1%	+$5.56K	0.01%	624
2021 Q2	$454K	Buy	32,397 +403	+1%	+$5.56K	0.01%	637
2021 Q1	$423K	Buy	+31,994	New	+$432K	0.01%	723

Other funds holding EMD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

RCM

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

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Spire Wealth Management's EMD Position: Q2 2024 in Review

Spire Wealth Management sold out of Western Asset Emerging Markets Debt Fund (EMD) in Q2 2024, closing a stake of 5,206 shares — an estimated $50K sold.

Spire Wealth Management first reported a position in EMD in Q1 2021 and held it in 13 quarters. The position peaked at $454K in Q2 2021. 95 funds tracked by Wall St. Rank hold EMD as of Q2 2024.

Spire Wealth Management reported no remaining Western Asset Emerging Markets Debt Fund position as of Q2 2024 after selling out during the quarter.
Spire Wealth Management sold 5,206 Western Asset Emerging Markets Debt Fund shares in Q2 2024, an estimated $50K.
Spire Wealth Management first reported a position in Western Asset Emerging Markets Debt Fund in Q1 2021 and held it in 13 quarters.
Spire Wealth Management's Western Asset Emerging Markets Debt Fund position peaked at $454K in Q2 2021.
95 funds tracked by Wall St. Rank held Western Asset Emerging Markets Debt Fund as of Q2 2024.

Based on Spire Wealth Management's 13F filing for Q2 2024, filed 31 Jul 2024.