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

WealthPLAN 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
2024 Q2	–	Sell	-208,145	Closed	-$1.8M	–	325
2024 Q1	$1.8M	Buy	208,145 +2,495	+1%	+$21.4K	0.19%	124
2023 Q4	$1.78M	Buy	+205,650	New	+$1.73M	0.18%	125
2018 Q4	–	Sell	-35,325	Closed	-$364K	–	277
2018 Q3	$364K	Sell	35,325 -6,756	-16%	-$74.3K	0.07%	172
2018 Q2	$469K	Sell	42,081 -6,250	-13%	-$70K	0.1%	143
2018 Q1	$547K	Buy	48,331 +9,175	+23%	+$105K	0.12%	135
2017 Q4	$447K	Buy	+39,156	New	+$442K	0.12%	135

Other funds holding WIW

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

BPCM

Beach Point Capital Management Santa Monica, California $258M AUM 20.26% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

PCM

PenderFund Capital Management Vancouver, British Columbia, Canada $780M AUM 24.84% 1-Year Est. Return

WealthPLAN Partners's WIW Position: Q2 2024 in Review

WealthPLAN Partners sold out of Western Asset Inflation-Linked Opportunities & Income Fund (WIW) in Q2 2024, closing a stake of 208,145 shares — an estimated $1.8M sold.

WealthPLAN Partners first reported a position in WIW in Q4 2017 and held it in 6 quarters. The position peaked at $1.8M in Q1 2024. 92 funds tracked by Wall St. Rank hold WIW as of Q2 2024.

WealthPLAN Partners reported no remaining Western Asset Inflation-Linked Opportunities & Income Fund position as of Q2 2024 after selling out during the quarter.
WealthPLAN Partners sold 208,145 Western Asset Inflation-Linked Opportunities & Income Fund shares in Q2 2024, an estimated $1.8M.
WealthPLAN Partners first reported a position in Western Asset Inflation-Linked Opportunities & Income Fund in Q4 2017 and held it in 6 quarters.
WealthPLAN Partners's Western Asset Inflation-Linked Opportunities & Income Fund position peaked at $1.8M in Q1 2024.
92 funds tracked by Wall St. Rank held Western Asset Inflation-Linked Opportunities & Income Fund as of Q2 2024.

Based on WealthPLAN Partners's 13F filing for Q2 2024, filed 9 Aug 2024.