WANY
BWG

Wealthspire Advisors (New York)’s BrandywineGLOBAL Global Income Opportunities Fund BWG Stock Holding History

Wealthspire Advisors (New York)’s Portfolio BWG Stock Details BWG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-34,000
Closed -$281K – 756
2024
Q2 		$281K Buy
+34,000
New +$281K ﹤0.01% 555

Other funds holding BWG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

Wealthspire Advisors (New York)'s BWG Position: Q3 2024 in Review

Wealthspire Advisors (New York) sold out of BrandywineGLOBAL Global Income Opportunities Fund (BWG) in Q3 2024, closing a stake of 34,000 shares — an estimated $281K sold.

Wealthspire Advisors (New York) first reported a position in BWG in Q2 2024 and held it in 1 quarter. The position peaked at $281K in Q2 2024. 42 funds tracked by Wall St. Rank hold BWG as of Q3 2024.

  • Wealthspire Advisors (New York) reported no remaining BrandywineGLOBAL Global Income Opportunities Fund position as of Q3 2024 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 34,000 BrandywineGLOBAL Global Income Opportunities Fund shares in Q3 2024, an estimated $281K.
  • Wealthspire Advisors (New York) first reported a position in BrandywineGLOBAL Global Income Opportunities Fund in Q2 2024 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s BrandywineGLOBAL Global Income Opportunities Fund position peaked at $281K in Q2 2024.
  • 42 funds tracked by Wall St. Rank held BrandywineGLOBAL Global Income Opportunities Fund as of Q3 2024.

Based on Wealthspire Advisors (New York)'s 13F filing for Q3 2024, filed 13 Nov 2024.