AWE
HIO

Avidian Wealth Enterprises’s Western Asset High Income Opportunity Fund HIO Stock Holding History

Avidian Wealth Enterprises’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
2022
Q2 		– Sell
-54,081
Closed -$242K – 471
2022
Q1 		$242K Sell
54,081
-13,868
-20% -$64.9K 0.01% 424
2021
Q4 		$353K Buy
+67,949
New +$351K 0.02% 372

Other funds holding HIO

BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
Morgan Stanley
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
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
FC
FCA Corp Houston, Texas $354M AUM 17.74% 1-Year Est. Return

Avidian Wealth Enterprises's HIO Position: Q2 2022 in Review

Avidian Wealth Enterprises sold out of Western Asset High Income Opportunity Fund (HIO) in Q2 2022, closing a stake of 54,081 shares — an estimated $242K sold.

Avidian Wealth Enterprises first reported a position in HIO in Q4 2021 and held it in 2 quarters. The position peaked at $353K in Q4 2021. 109 funds tracked by Wall St. Rank hold HIO as of Q2 2022.

  • Avidian Wealth Enterprises reported no remaining Western Asset High Income Opportunity Fund position as of Q2 2022 after selling out during the quarter.
  • Avidian Wealth Enterprises sold 54,081 Western Asset High Income Opportunity Fund shares in Q2 2022, an estimated $242K.
  • Avidian Wealth Enterprises first reported a position in Western Asset High Income Opportunity Fund in Q4 2021 and held it in 2 quarters.
  • Avidian Wealth Enterprises's Western Asset High Income Opportunity Fund position peaked at $353K in Q4 2021.
  • 109 funds tracked by Wall St. Rank held Western Asset High Income Opportunity Fund as of Q2 2022.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2022, filed 29 Jul 2022.