Wealthcare Advisory Partners’s Western Asset Inflation-Linked Opportunities & Income Fund WIW Stock Holding History

Wealthcare Advisory Partners’s Portfolio WIW Stock Details WIW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-58,647	Closed	-$618K	–	632
2022 Q2	$618K	Buy	+58,647	New	+$643K	0.04%	284

Other funds holding WIW

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

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

BFSG LLC Irvine, California $1.13B AUM 29.95% 1-Year Est. Return

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

COLIM

City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return

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

Wealthcare Advisory Partners's WIW Position: Q3 2022 in Review

Wealthcare Advisory Partners sold out of Western Asset Inflation-Linked Opportunities & Income Fund (WIW) in Q3 2022, closing a stake of 58,647 shares — an estimated $618K sold.

Wealthcare Advisory Partners first reported a position in WIW in Q2 2022 and held it in 1 quarter. The position peaked at $618K in Q2 2022. 95 funds tracked by Wall St. Rank hold WIW as of Q3 2022.

Wealthcare Advisory Partners reported no remaining Western Asset Inflation-Linked Opportunities & Income Fund position as of Q3 2022 after selling out during the quarter.
Wealthcare Advisory Partners sold 58,647 Western Asset Inflation-Linked Opportunities & Income Fund shares in Q3 2022, an estimated $618K.
Wealthcare Advisory Partners first reported a position in Western Asset Inflation-Linked Opportunities & Income Fund in Q2 2022 and held it in 1 quarter.
Wealthcare Advisory Partners's Western Asset Inflation-Linked Opportunities & Income Fund position peaked at $618K in Q2 2022.
95 funds tracked by Wall St. Rank held Western Asset Inflation-Linked Opportunities & Income Fund as of Q3 2022.

Based on Wealthcare Advisory Partners's 13F filing for Q3 2022, filed 14 Nov 2022.