WAP
SBI

Wealthcare Advisory Partners’s Western Asset Intermediate Muni Fund SBI Stock Holding History

Wealthcare Advisory Partners’s Portfolio SBI Stock Details SBI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-16,373
Closed -$134K – 922
2024
Q3 		$134K Sell
16,373
-6,706
-29% -$53.9K ﹤0.01% 854
2024
Q2 		$181K Buy
23,079
+148
+0.6% +$1.15K 0.01% 799
2024
Q1 		$182K Buy
22,931
+140
+0.6% +$1.1K 0.01% 776
2023
Q4 		$175K Sell
22,791
-1,134
-5% -$8.37K 0.01% 721
2023
Q3 		$171K Buy
23,925
+25
+0.1% +$188 0.01% 664
2023
Q2 		$182K Sell
23,900
-9,320
-28% -$71.8K 0.01% 688
2023
Q1 		$263K Buy
33,220
+3,650
+12% +$28.7K 0.01% 622
2022
Q4 		$224K Sell
29,570
-6,600
-18% -$49.3K 0.01% 620
2022
Q3 		$266K Sell
36,170
-1,145
-3% -$9.17K 0.02% 511
2022
Q2 		$301K Buy
37,315
+26,315
+239% +$213K 0.02% 427
2022
Q1 		$94K Hold
11,000
– – 0.01% 535
2021
Q4 		$106K Hold
11,000
– – 0.01% 565
2021
Q3 		$107K Hold
11,000
– – 0.01% 535
2021
Q2 		$107K Sell
11,000
-1,500
-12% -$14.3K 0.01% 541
2021
Q1 		$116K Hold
12,500
– – 0.01% 628
2020
Q4 		$115K Hold
12,500
– – 0.01% 419
2020
Q3 		$113K Sell
12,500
-1,000
-7% -$8.95K 0.01% 349
2020
Q2 		$116K Buy
13,500
+1,500
+13% +$12.6K 0.01% 310
2020
Q1 		$101K Buy
12,000
+5,000
+71% +$45.7K 0.01% 370
2019
Q4 		$64K Hold
7,000
– – 0.01% 496
2019
Q3 		$64K Hold
7,000
– – 0.01% 481
2019
Q2 		$63K Hold
7,000
– – 0.01% 460
2019
Q1 		$62K Hold
7,000
– – 0.01% 421
2018
Q4 		$58K Buy
7,000
+1,500
+27% +$12.5K 0.01% 404
2018
Q3 		$47K Hold
5,500
– – 0.01% 483
2018
Q2 		$48K Buy
+5,500
New +$47.7K 0.01% 474

Other funds holding SBI

RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
WA
Whitebox Advisors Minneapolis, Minnesota $8.12B AUM 15.85% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CA
Carson Advisory Athens, Georgia $193M AUM 14.52% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Wealthcare Advisory Partners's SBI Position: Q4 2024 in Review

Wealthcare Advisory Partners sold out of Western Asset Intermediate Muni Fund (SBI) in Q4 2024, closing a stake of 16,373 shares — an estimated $134K sold.

Wealthcare Advisory Partners first reported a position in SBI in Q2 2018 and held it in 26 quarters. The position peaked at $301K in Q2 2022. 58 funds tracked by Wall St. Rank hold SBI as of Q4 2024.

  • Wealthcare Advisory Partners reported no remaining Western Asset Intermediate Muni Fund position as of Q4 2024 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 16,373 Western Asset Intermediate Muni Fund shares in Q4 2024, an estimated $134K.
  • Wealthcare Advisory Partners first reported a position in Western Asset Intermediate Muni Fund in Q2 2018 and held it in 26 quarters.
  • Wealthcare Advisory Partners's Western Asset Intermediate Muni Fund position peaked at $301K in Q2 2022.
  • 58 funds tracked by Wall St. Rank held Western Asset Intermediate Muni Fund as of Q4 2024.

Based on Wealthcare Advisory Partners's 13F filing for Q4 2024, filed 15 Jan 2025.