Aries Wealth Management’s Western Asset High Income Opportunity Fund HIO Stock Holding History

Aries Wealth Management’s Portfolio HIO Stock Details HIO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-19,296	Closed	-$70.6K	–	205
2023 Q3	$70.6K	Hold	19,296	–	–	0.03%	192
2023 Q2	$72.9K	Hold	19,296	–	–	0.03%	197
2023 Q1	$73.5K	Hold	19,296	–	–	0.03%	187
2022 Q4	$76.2K	Hold	19,296	–	–	0.03%	182
2022 Q3	$73K	Hold	19,296	–	–	0.03%	178
2022 Q2	$76K	Buy	+19,296	New	+$80.5K	0.03%	170
2022 Q1	–	Sell	-19,296	Closed	-$100K	–	133
2021 Q4	$100K	Hold	19,296	–	–	0.04%	184
2021 Q3	$100K	Hold	19,296	–	–	0.04%	174
2021 Q2	$102K	Hold	19,296	–	–	0.04%	179
2021 Q1	$99K	Hold	19,296	–	–	0.04%	172
2020 Q4	$96K	Hold	19,296	–	–	0.05%	159
2020 Q3	$95K	Hold	19,296	–	–	0.05%	143
2020 Q2	$89K	Hold	19,296	–	–	0.05%	140
2020 Q1	$78K	Hold	19,296	–	–	0.06%	126
2019 Q4	$98K	Hold	19,296	–	–	0.06%	153
2019 Q3	$97K	Hold	19,296	–	–	0.06%	150
2019 Q2	$99K	Hold	19,296	–	–	0.07%	154
2019 Q1	$93K	Hold	19,296	–	–	0.07%	149
2018 Q4	$85K	Hold	19,296	–	–	0.09%	109
2018 Q3	$92K	Hold	19,296	–	–	0.08%	131
2018 Q2	$92K	Hold	19,296	–	–	0.09%	132
2018 Q1	$93K	Hold	19,296	–	–	0.09%	123
2017 Q4	$96K	Buy	+19,296	New	+$97.5K	0.09%	130

Other funds holding HIO

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

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

SIA

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

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

1CP

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

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

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

FCA Corp Houston, Texas $354M AUM 17.74% 1-Year Est. Return

Aries Wealth Management's HIO Position: Q4 2023 in Review

Aries Wealth Management sold out of Western Asset High Income Opportunity Fund (HIO) in Q4 2023, closing a stake of 19,296 shares — an estimated $70.6K sold.

Aries Wealth Management first reported a position in HIO in Q4 2017 and held it in 23 quarters. The position peaked at $102K in Q2 2021. 107 funds tracked by Wall St. Rank hold HIO as of Q4 2023.

Aries Wealth Management reported no remaining Western Asset High Income Opportunity Fund position as of Q4 2023 after selling out during the quarter.
Aries Wealth Management sold 19,296 Western Asset High Income Opportunity Fund shares in Q4 2023, an estimated $70.6K.
Aries Wealth Management first reported a position in Western Asset High Income Opportunity Fund in Q4 2017 and held it in 23 quarters.
Aries Wealth Management's Western Asset High Income Opportunity Fund position peaked at $102K in Q2 2021.
107 funds tracked by Wall St. Rank held Western Asset High Income Opportunity Fund as of Q4 2023.

Based on Aries Wealth Management's 13F filing for Q4 2023, filed 10 Jan 2024.