TFCP
WIA

Twin Focus Capital Partners’s Western Asset Inflation-Linked Income Fund WIA Stock Holding History

Twin Focus Capital Partners’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
2024
Q1 		– Sell
-11,500
Closed -$93.4K – 162
2023
Q4 		$93.4K Buy
+11,500
New +$90.9K 0.02% 157
2020
Q3 		– Sell
-25,201
Closed -$297K – 156
2020
Q2 		$297K Buy
25,201
+701
+3% +$7.89K 0.12% 102
2020
Q1 		$257K Buy
+24,500
New +$290K 0.12% 112
2019
Q4 		– Sell
-52,650
Closed -$610K – 205
2019
Q3 		$610K Hold
52,650
– – 0.24% 67
2019
Q2 		$613K Buy
+52,650
New +$590K 0.26% 63

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
RGC
Roberts, Glore & Co Deerfield, Illinois $364M AUM 19.54% 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
RF
RHS Financial San Francisco, California $211M AUM 20.57% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $6.41B AUM 4.78% 1-Year Est. Return