Washington Trust Advisors’s Western Asset Inflation-Linked Income Fund WIA Stock Holding History

Washington Trust Advisors’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	-500	Closed	-$4.06K	–	678
2023 Q4	$4.06K	Hold	500	–	–	﹤0.01%	590
2023 Q3	$3.91K	Hold	500	–	–	﹤0.01%	578
2023 Q2	$4.13K	Hold	500	–	–	﹤0.01%	569
2023 Q1	$4.33K	Hold	500	–	–	﹤0.01%	632
2022 Q4	$4.3K	Hold	500	–	–	﹤0.01%	627
2022 Q3	$4K	Hold	500	–	–	﹤0.01%	773
2022 Q2	$5K	Hold	500	–	–	﹤0.01%	762
2022 Q1	$6K	Hold	500	–	–	﹤0.01%	800
2021 Q4	$7K	Buy	+500	New	+$6.96K	﹤0.01%	801

Other funds holding WIA

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

RHS Financial San Francisco, California $211M AUM 20.57% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

Washington Trust Advisors's WIA Position: Q1 2024 in Review

Washington Trust Advisors sold out of Western Asset Inflation-Linked Income Fund (WIA) in Q1 2024, closing a stake of 500 shares — an estimated $4.06K sold.

Washington Trust Advisors first reported a position in WIA in Q4 2021 and held it in 9 quarters. The position peaked at $7K in Q4 2021. 50 funds tracked by Wall St. Rank hold WIA as of Q1 2024.

Washington Trust Advisors reported no remaining Western Asset Inflation-Linked Income Fund position as of Q1 2024 after selling out during the quarter.
Washington Trust Advisors sold 500 Western Asset Inflation-Linked Income Fund shares in Q1 2024, an estimated $4.06K.
Washington Trust Advisors first reported a position in Western Asset Inflation-Linked Income Fund in Q4 2021 and held it in 9 quarters.
Washington Trust Advisors's Western Asset Inflation-Linked Income Fund position peaked at $7K in Q4 2021.
50 funds tracked by Wall St. Rank held Western Asset Inflation-Linked Income Fund as of Q1 2024.

Based on Washington Trust Advisors's 13F filing for Q1 2024, filed 7 May 2024.