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

Thrive Wealth 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
2023 Q3	–	Sell	-16,929	Closed	-$146K	–	173
2023 Q2	$146K	Hold	16,929	–	–	0.04%	178
2023 Q1	$145K	Hold	16,929	–	–	0.04%	170
2022 Q4	$154K	Sell	16,929 -3,032	-15%	-$26K	0.04%	158
2022 Q3	$159K	Hold	19,961	–	–	0.06%	143
2022 Q2	$176K	Hold	19,961	–	–	0.06%	143
2022 Q1	$214K	Sell	19,961 -1,054	-5%	-$11.9K	0.06%	148
2021 Q4	$269K	Buy	+21,015	New	+$279K	0.09%	125

Other funds holding EMD

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

PCM

PenderFund Capital Management Vancouver, British Columbia, Canada $639M AUM 31.05% 1-Year Est. Return

Glovista Investments Jersey City, New Jersey $215M AUM 10.51% 1-Year Est. Return

Thrive Wealth Management's EMD Position: Q3 2023 in Review

Thrive Wealth Management sold out of Western Asset Emerging Markets Debt Fund (EMD) in Q3 2023, closing a stake of 16,929 shares — an estimated $146K sold.

Thrive Wealth Management first reported a position in EMD in Q4 2021 and held it in 7 quarters. The position peaked at $269K in Q4 2021. 95 funds tracked by Wall St. Rank hold EMD as of Q3 2023.

Thrive Wealth Management reported no remaining Western Asset Emerging Markets Debt Fund position as of Q3 2023 after selling out during the quarter.
Thrive Wealth Management sold 16,929 Western Asset Emerging Markets Debt Fund shares in Q3 2023, an estimated $146K.
Thrive Wealth Management first reported a position in Western Asset Emerging Markets Debt Fund in Q4 2021 and held it in 7 quarters.
Thrive Wealth Management's Western Asset Emerging Markets Debt Fund position peaked at $269K in Q4 2021.
95 funds tracked by Wall St. Rank held Western Asset Emerging Markets Debt Fund as of Q3 2023.

Based on Thrive Wealth Management's 13F filing for Q3 2023, filed 13 Oct 2023.