TW
WIA

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

Transform Wealth’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
2023
Q3 		– Sell
-11,200
Closed -$92.5K – 279
2023
Q2 		$92.5K Hold
11,200
– – 0.01% 258
2023
Q1 		$96.9K Buy
+11,200
New +$98.5K 0.01% 248

Other funds holding WIA

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
RGC
Roberts, Glore & Co Deerfield, Illinois $364M AUM 19.54% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Transform Wealth's WIA Position: Q3 2023 in Review

Transform Wealth sold out of Western Asset Inflation-Linked Income Fund (WIA) in Q3 2023, closing a stake of 11,200 shares — an estimated $92.5K sold.

Transform Wealth first reported a position in WIA in Q1 2023 and held it in 2 quarters. The position peaked at $96.9K in Q1 2023. 49 funds tracked by Wall St. Rank hold WIA as of Q3 2023.

  • Transform Wealth reported no remaining Western Asset Inflation-Linked Income Fund position as of Q3 2023 after selling out during the quarter.
  • Transform Wealth sold 11,200 Western Asset Inflation-Linked Income Fund shares in Q3 2023, an estimated $92.5K.
  • Transform Wealth first reported a position in Western Asset Inflation-Linked Income Fund in Q1 2023 and held it in 2 quarters.
  • Transform Wealth's Western Asset Inflation-Linked Income Fund position peaked at $96.9K in Q1 2023.
  • 49 funds tracked by Wall St. Rank held Western Asset Inflation-Linked Income Fund as of Q3 2023.

Based on Transform Wealth's 13F filing for Q3 2023, filed 11 Oct 2023.