Spire Wealth Management’s Western Asset Inflation-Linked Opportunities & Income Fund WIW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-2,000	Closed	-$21K	–	2629
2022 Q2	$21K	Hold	2,000	–	–	﹤0.01%	1659
2022 Q1	$24K	Hold	2,000	–	–	﹤0.01%	1746
2021 Q4	$27K	Sell	2,000 -2,000	-50%	-$27K	﹤0.01%	2013
2021 Q3	$53K	Sell	4,000 -9,200	-70%	-$122K	﹤0.01%	1456
2021 Q2	$173K	Hold	13,200	–	–	﹤0.01%	986
2021 Q1	$161K	Buy	+13,200	New	+$162K	﹤0.01%	1167

Other funds holding WIW

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

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

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

BFSG LLC Irvine, California $1.06B AUM 26.05% 1-Year Est. Return

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

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

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

COLIM

City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return

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

Spire Wealth Management's WIW Position: Q3 2022 in Review

Spire Wealth Management sold out of Western Asset Inflation-Linked Opportunities & Income Fund (WIW) in Q3 2022, closing a stake of 2,000 shares — an estimated $21K sold.

Spire Wealth Management first reported a position in WIW in Q1 2021 and held it in 6 quarters. The position peaked at $173K in Q2 2021. 95 funds tracked by Wall St. Rank hold WIW as of Q3 2022.

Spire Wealth Management reported no remaining Western Asset Inflation-Linked Opportunities & Income Fund position as of Q3 2022 after selling out during the quarter.
Spire Wealth Management sold 2,000 Western Asset Inflation-Linked Opportunities & Income Fund shares in Q3 2022, an estimated $21K.
Spire Wealth Management first reported a position in Western Asset Inflation-Linked Opportunities & Income Fund in Q1 2021 and held it in 6 quarters.
Spire Wealth Management's Western Asset Inflation-Linked Opportunities & Income Fund position peaked at $173K in Q2 2021.
95 funds tracked by Wall St. Rank held Western Asset Inflation-Linked Opportunities & Income Fund as of Q3 2022.

Based on Spire Wealth Management's 13F filing for Q3 2022, filed 7 Nov 2022.