Spire Wealth Management’s Western Asset Inflation-Linked Income Fund WIA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-3,650	Closed	-$50K	–	3011
2021 Q3	$50K	Hold	3,650	–	–	﹤0.01%	1480
2021 Q2	$51K	Hold	3,650	–	–	﹤0.01%	1476
2021 Q1	$47K	Buy	+3,650	New	+$47.1K	﹤0.01%	1754

Other funds holding WIA

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

SIA

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

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

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

WAM

Wakefield Asset Management Englewood, Colorado $377M AUM 38.72% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

RGC

Roberts, Glore & Co Deerfield, Illinois $364M AUM 19.54% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Spire Wealth Management's WIA Position: Q4 2021 in Review

Spire Wealth Management sold out of Western Asset Inflation-Linked Income Fund (WIA) in Q4 2021, closing a stake of 3,650 shares — an estimated $50K sold.

Spire Wealth Management first reported a position in WIA in Q1 2021 and held it in 3 quarters. The position peaked at $51K in Q2 2021. 46 funds tracked by Wall St. Rank hold WIA as of Q4 2021.

Spire Wealth Management reported no remaining Western Asset Inflation-Linked Income Fund position as of Q4 2021 after selling out during the quarter.
Spire Wealth Management sold 3,650 Western Asset Inflation-Linked Income Fund shares in Q4 2021, an estimated $50K.
Spire Wealth Management first reported a position in Western Asset Inflation-Linked Income Fund in Q1 2021 and held it in 3 quarters.
Spire Wealth Management's Western Asset Inflation-Linked Income Fund position peaked at $51K in Q2 2021.
46 funds tracked by Wall St. Rank held Western Asset Inflation-Linked Income Fund as of Q4 2021.

Based on Spire Wealth Management's 13F filing for Q4 2021, filed 14 Jan 2022.