Stegent Equity Advisors’s Western Asset Inflation-Linked Opportunities & Income Fund WIW Stock Holding History

Stegent Equity Advisors’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 Q2	–	Sell	-22,715	Closed	-$273K	–	103
2022 Q1	$273K	Sell	22,715 -61,629	-73%	-$764K	0.23%	78
2021 Q4	$1.14M	Buy	+84,344	New	+$1.14M	0.93%	40

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

COLIM

City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 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

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

Stegent Equity Advisors's WIW Position: Q2 2022 in Review

Stegent Equity Advisors sold out of Western Asset Inflation-Linked Opportunities & Income Fund (WIW) in Q2 2022, closing a stake of 22,715 shares — an estimated $273K sold.

Stegent Equity Advisors first reported a position in WIW in Q4 2021 and held it in 2 quarters. The position peaked at $1.14M in Q4 2021. 92 funds tracked by Wall St. Rank hold WIW as of Q2 2022.

Stegent Equity Advisors reported no remaining Western Asset Inflation-Linked Opportunities & Income Fund position as of Q2 2022 after selling out during the quarter.
Stegent Equity Advisors sold 22,715 Western Asset Inflation-Linked Opportunities & Income Fund shares in Q2 2022, an estimated $273K.
Stegent Equity Advisors first reported a position in Western Asset Inflation-Linked Opportunities & Income Fund in Q4 2021 and held it in 2 quarters.
Stegent Equity Advisors's Western Asset Inflation-Linked Opportunities & Income Fund position peaked at $1.14M in Q4 2021.
92 funds tracked by Wall St. Rank held Western Asset Inflation-Linked Opportunities & Income Fund as of Q2 2022.

Based on Stegent Equity Advisors's 13F filing for Q2 2022, filed 10 Aug 2022.