Spire Wealth Management’s Western Asset Global Corporate Defined Opportunity Fund GDO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-1,464	Closed	-$18.3K	–	2283
2024 Q1	$18.3K	Hold	1,464	–	–	﹤0.01%	1549
2023 Q4	$18.2K	Hold	1,464	–	–	﹤0.01%	1569
2023 Q3	$17.3K	Hold	1,464	–	–	﹤0.01%	1555
2023 Q2	$18.1K	Hold	1,464	–	–	﹤0.01%	1625
2023 Q1	$18.6K	Buy	+1,464	New	+$19K	﹤0.01%	1649
2022 Q3	–	Sell	-1,464	Closed	-$20K	–	2339
2022 Q2	$20K	Sell	1,464 -1,464	-50%	-$20.9K	﹤0.01%	1673
2022 Q1	$44K	Hold	2,928	–	–	﹤0.01%	1497
2021 Q4	$51K	Hold	2,928	–	–	﹤0.01%	1717
2021 Q3	$53K	Hold	2,928	–	–	﹤0.01%	1451
2021 Q2	$54K	Hold	2,928	–	–	﹤0.01%	1450
2021 Q1	$52K	Buy	+2,928	New	+$52.1K	﹤0.01%	1706

Other funds holding GDO

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

PAIM

Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

FCA Corp Houston, Texas $354M AUM 17.74% 1-Year Est. Return

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

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

Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return

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

Spire Wealth Management sold out of Western Asset Global Corporate Defined Opportunity Fund (GDO) in Q2 2024, closing a stake of 1,464 shares — an estimated $18.3K sold.

Spire Wealth Management first reported a position in GDO in Q1 2021 and held it in 11 quarters. The position peaked at $54K in Q2 2021. 47 funds tracked by Wall St. Rank hold GDO as of Q2 2024.

Spire Wealth Management reported no remaining Western Asset Global Corporate Defined Opportunity Fund position as of Q2 2024 after selling out during the quarter.
Spire Wealth Management sold 1,464 Western Asset Global Corporate Defined Opportunity Fund shares in Q2 2024, an estimated $18.3K.
Spire Wealth Management first reported a position in Western Asset Global Corporate Defined Opportunity Fund in Q1 2021 and held it in 11 quarters.
Spire Wealth Management's Western Asset Global Corporate Defined Opportunity Fund position peaked at $54K in Q2 2021.
47 funds tracked by Wall St. Rank held Western Asset Global Corporate Defined Opportunity Fund as of Q2 2024.

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