WIA
GDO

Wetzel Investment Advisors’s Western Asset Global Corporate Defined Opportunity Fund GDO Stock Holding History

Wetzel Investment Advisors’s Portfolio GDO Stock Details GDO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-6,000
Closed -$74.9K – 407
2024
Q2 		$74.9K Buy
+6,000
New +$73.2K 0.04% 204

Other funds holding GDO

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
IA
Icon Advisers Greenwood Village, Colorado $433M AUM 40.01% 1-Year Est. Return

Wetzel Investment Advisors's GDO Position: Q3 2024 in Review

Wetzel Investment Advisors sold out of Western Asset Global Corporate Defined Opportunity Fund (GDO) in Q3 2024, closing a stake of 6,000 shares — an estimated $74.9K sold.

Wetzel Investment Advisors first reported a position in GDO in Q2 2024 and held it in 1 quarter. The position peaked at $74.9K in Q2 2024. 43 funds tracked by Wall St. Rank hold GDO as of Q3 2024.

  • Wetzel Investment Advisors reported no remaining Western Asset Global Corporate Defined Opportunity Fund position as of Q3 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 6,000 Western Asset Global Corporate Defined Opportunity Fund shares in Q3 2024, an estimated $74.9K.
  • Wetzel Investment Advisors first reported a position in Western Asset Global Corporate Defined Opportunity Fund in Q2 2024 and held it in 1 quarter.
  • Wetzel Investment Advisors's Western Asset Global Corporate Defined Opportunity Fund position peaked at $74.9K in Q2 2024.
  • 43 funds tracked by Wall St. Rank held Western Asset Global Corporate Defined Opportunity Fund as of Q3 2024.

Based on Wetzel Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.