Atlas Private Wealth Advisors’s Western Asset High Income Opportunity Fund HIO Stock Holding History

Atlas Private Wealth Advisors’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	-14,156	Closed	-$51.5K	–	174
2023 Q3	$51.5K	Buy	14,156 +326	+2%	+$1.24K	0.01%	178
2023 Q2	$52.3K	Buy	+13,830	New	+$52.4K	0.01%	179
2021 Q4	–	Sell	-6,000	Closed	-$31K	–	380
2021 Q3	$31K	Hold	6,000	–	–	0.02%	292
2021 Q2	$32K	Hold	6,000	–	–	0.02%	287
2021 Q1	$30K	Hold	6,000	–	–	0.02%	299
2020 Q4	$30K	Hold	6,000	–	–	0.02%	282
2020 Q3	$29K	Hold	6,000	–	–	0.02%	261
2020 Q2	$28K	Buy	+6,000	New	+$26.8K	0.02%	274

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

Atlas Private Wealth Advisors's HIO Position: Q4 2023 in Review

Atlas Private Wealth Advisors sold out of Western Asset High Income Opportunity Fund (HIO) in Q4 2023, closing a stake of 14,156 shares — an estimated $51.5K sold.

Atlas Private Wealth Advisors first reported a position in HIO in Q2 2020 and held it in 8 quarters. The position peaked at $52.3K in Q2 2023. 107 funds tracked by Wall St. Rank hold HIO as of Q4 2023.

Atlas Private Wealth Advisors reported no remaining Western Asset High Income Opportunity Fund position as of Q4 2023 after selling out during the quarter.
Atlas Private Wealth Advisors sold 14,156 Western Asset High Income Opportunity Fund shares in Q4 2023, an estimated $51.5K.
Atlas Private Wealth Advisors first reported a position in Western Asset High Income Opportunity Fund in Q2 2020 and held it in 8 quarters.
Atlas Private Wealth Advisors's Western Asset High Income Opportunity Fund position peaked at $52.3K in Q2 2023.
107 funds tracked by Wall St. Rank held Western Asset High Income Opportunity Fund as of Q4 2023.

Based on Atlas Private Wealth Advisors's 13F filing for Q4 2023, filed 10 Jan 2024.