SAM
EMD

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

Synergy Asset 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
2025
Q1 		– Sell
-121
Closed -$1.23K – 278
2024
Q4 		$1.23K Buy
+121
New +$1.2K ﹤0.01% 710

Other funds holding EMD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Synergy Asset Management's EMD Position: Q1 2025 in Review

Synergy Asset Management sold out of Western Asset Emerging Markets Debt Fund (EMD) in Q1 2025, closing a stake of 121 shares — an estimated $1.23K sold.

Synergy Asset Management first reported a position in EMD in Q4 2024 and held it in 1 quarter. The position peaked at $1.23K in Q4 2024. 101 funds tracked by Wall St. Rank hold EMD as of Q1 2025.

  • Synergy Asset Management reported no remaining Western Asset Emerging Markets Debt Fund position as of Q1 2025 after selling out during the quarter.
  • Synergy Asset Management sold 121 Western Asset Emerging Markets Debt Fund shares in Q1 2025, an estimated $1.23K.
  • Synergy Asset Management first reported a position in Western Asset Emerging Markets Debt Fund in Q4 2024 and held it in 1 quarter.
  • Synergy Asset Management's Western Asset Emerging Markets Debt Fund position peaked at $1.23K in Q4 2024.
  • 101 funds tracked by Wall St. Rank held Western Asset Emerging Markets Debt Fund as of Q1 2025.

Based on Synergy Asset Management's 13F filing for Q1 2025, filed 22 Apr 2025.