AWS
HYB

Atria Wealth Solutions’s New America High Income Fund, Inc. HYB Stock Holding History

Atria Wealth Solutions’s Portfolio HYB Stock Details HYB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-13,915
Closed -$113K – 1920
2022
Q1 		$113K Buy
+13,915
New +$118K ﹤0.01% 1657

Other funds holding HYB

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Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
PCM
Palisade Capital Management Fort Lee, New Jersey $3B AUM 14% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Atria Wealth Solutions's HYB Position: Q2 2022 in Review

Atria Wealth Solutions sold out of New America High Income Fund, Inc. (HYB) in Q2 2022, closing a stake of 13,915 shares — an estimated $113K sold.

Atria Wealth Solutions first reported a position in HYB in Q1 2022 and held it in 1 quarter. The position peaked at $113K in Q1 2022. 58 funds tracked by Wall St. Rank hold HYB as of Q2 2022.

  • Atria Wealth Solutions reported no remaining New America High Income Fund, Inc. position as of Q2 2022 after selling out during the quarter.
  • Atria Wealth Solutions sold 13,915 New America High Income Fund, Inc. shares in Q2 2022, an estimated $113K.
  • Atria Wealth Solutions first reported a position in New America High Income Fund, Inc. in Q1 2022 and held it in 1 quarter.
  • Atria Wealth Solutions's New America High Income Fund, Inc. position peaked at $113K in Q1 2022.
  • 58 funds tracked by Wall St. Rank held New America High Income Fund, Inc. as of Q2 2022.

Based on Atria Wealth Solutions's 13F filing for Q2 2022, filed 15 Aug 2022.